Concierge Offering.

Hawkins Laakso sets itself apart with an exceptional client experience that reflects the care we extend to our own families. Dedicated to assisting our clients in building, managing, and safeguarding wealth, our goal is to deliver a seamless experience at every level, embodying the family office approach we have adopted since 2005. Continue reading to learn more about the services we offer and to request a complimentary consultation today.

Financial Modeling

Develop comprehensive financial models that project potential future performance across various scenarios. Our customized approach empowers clients to make informed decisions about investments, budgeting, and strategic planning.

Cash Flow Strategies

Implement effective cash flow strategies with our innovative system, featuring the Bucket Strategy for allocating funds according to your needs and goals, along with our seamless Electronic Transfer service. This aims to ensure liquidity, stability, and peace of mind.

Home Closings

Facilitate a smooth transaction by coordinating with title on your behalf. Our proactive approach ensures all requirements are addressed promptly, allowing for a seamless process from start to finish.

Portfolio Deconstruction Analysis

Analyze and evaluate client portfolios to identify strengths, weaknesses, and opportunities for improvement. Our comprehensive assessments guide strategic reallocation and diversification.

Hedged Portfolios

Design hedged portfolios that incorporate structured notes and collar strategies to mitigate risks while pursuing growth. Our approach safeguards your assets against market fluctuations, ensuring a balanced path toward achieving your financial goals.

Private Equity Introductions

Coordinating private equity opportunities through our list of vetted and approved alternative investment options. Offering access to investment strategies that align with their financial objectives.

Distribution Tax Strategies

Offer comprehensive modeling for distribution tax management, focusing on optimizing Roth conversion tax implications and strategizing for tax efficiency during retirement through effective income tax bracket management and legacy preservation.

Tax Strategy Coordination

Collaborate with clients to develop effective tax strategies, including coordination with their CPAs. Our team approach is designed to help ensure comprehensive planning and execution, minimizing tax liabilities and maximizing savings.

Risk Management Evaluations

In an effort to ensure financial security, it is important to assess key risks. Concentration risk involves evaluating exposure to company stock, real estate, and single assets. Interest rate risk requires analyzing bonds and comparing yields with returns. Loss of income risk is addressed by modeling disability income and death insurance. Longevity risk focuses on income sources, spending habits, and inflation. Liability risk involves debt management and self-insurance, while market risk is mitigated through hedging strategies to help protect against volatility.

Trust Services (P.T.C)

We collaborate with the Private Trust Company (PTC) and our clients to help achieve wealth management and legacy planning objectives at every life stage. Although we cannot act as your trustee, PTC’s distinctive model enables us to offer guidance on the management of your trust assets, allowing you to benefit from checks and balances along with a unified approach to your wealth management and investment strategies.

Business Planning Services

Help businesses retain key employees and develop succession planning strategies through employee benefits analysis and the management of 401(k) plans, fostering organizational stability and growth.

Employee Benefit Optimization

Evaluate employee benefits with the aim of optimization, including deferred compensation analysis, stock option versus RSU assessments, life insurance alternatives, and 401(k) maximization strategies to improve employee satisfaction and retention.

Corporate Advisory Services

Facilitate introductions to experienced business brokers by offering at least 3 referrals for our clients to evaluate and decide which is the most suitable for their needs. Whether they are looking to buy or sell businesses, we aim to ensure a smooth transaction process and access to valuable market insights.

Capital Gains Strategies

Our capital gain strategies involve close collaboration with clients' tax accountants to manage significant capital gains effectively. We offer strategic divesting solutions designed to minimize tax liabilities, ultimately optimizing financial outcomes to align with your long-term objectives.

Estate Strategy Integration

Our estate strategy integration provides comprehensive planning solutions through close collaboration with client attorneys. We navigate complex estate laws to develop tailored strategies that ensure effective wealth transfer and preservation, safeguarding your legacy for future generations.

Generational Strategy Analysis

Our generational strategy analysis focuses on creating tailored wealth transfer strategies that emphasize sustainability and financial education. We empower future generations by equipping them with the knowledge and tools needed to manage and grow their inherited wealth effectively.

Insurance Analysis

Provide comprehensive evaluations to determine optimal insurance coverage, including the use of cash value life insurance as an asset class. Our services also address long-term care and disability needs, buy-sell agreements, and key employee policies.

Education Planning

Our education planning services help families navigate rising education costs. We create and manage 529 plans, optimizing contributions for tax advantages and growth. We guide you from initial planning through tuition payments, balancing education savings with other financial goals. We also explore funding options like scholarships and grants, integrating education planning into your overall financial strategy to secure your family's future.

Securities-backed Lines of credit

In partnership with TriState Capital, we utilize securities-based lines of credit (SBLOCs) to provide liquidity without disrupting your investment strategies. TriState's approach allows you to pledge eligible securities as collateral for various borrowing needs, such as real estate or business expenses. This enables your assets to continue working while granting liquidity. Utilization of SBLOCs are subject to client application approval, offered and managed by TriState Capital.

Social Security & Medicare

Offer in-depth evaluations of Social Security and Medicare options to help clients maximize benefits and navigate eligibility requirements.

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