Amber J. Slattery

Experience

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  Jackson Cross Partners LLC

  Sept 2013 - Aug 2014

  Advisory Services
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  PNC

  Sept 2014 - Mar 2022

  We believe that preparing family members to handle the benefits, responsibilities and challenges of significant assets will help ensure that your family’s wealth remains a positive force for generations to come.Sustaining family and financial well-being while preserving core values across multiple generations is difficult. Through 30 years of experience and our deep discovery process, we have found that successful families of wealth often share four distinct behavioral traits: They have an "inner circle" of families to learn fromThey spend purposeful time together to discuss their wealthThey have a strong family identity that all can articulateThey seek outside guidance when they need helpBased on these insights into the best practices of ultra-affluent families, we created Hawthorn Institute for Family Success. Show less At Hawthorn, we have the insight to help maximize your financial performance today and the foresight to help preserve your legacy for generations to come. Our wealth strategy and fiduciary services help identify and articulate financial, tax, estate planning, insurance and philanthropic issues so that portfolio management decisions are optimized to address your personal goalFinancial PlanningHaving a long-term financial strategy that integrates all aspects of your financial life is essential for families of substantial wealth. Hawthorn will work with you to develop the big picture strategies you need to reach your goals and preserve your legacy.Income Tax PlanningHawthorn is dedicated to helping you comply with tax filing requirements while managing your tax liabilities. We will help you create strategies that support your larger financial objectives with due consideration of the implications on your investment, estate and philanthropic plans.Estate Planning GuidanceOur estate planning review, will provide guidance in creating a legacy that transfers wealth to the next generation while defining and fulfilling your goals. In conjunction with your attorney, we will help you identify beneficial trust structures offering tax advantages, while integrating your plan with your financial and personal objectives.Risk ManagementHawthorn uses sophisticated tools and professional analysis to design and implement risk management strategies that help to reduce your exposure and protect your family's wealth and financial security.Asset ProtectionAre you concerned that your assets may be at risk? Hawthorn suggests using the Delaware Asset Protection Trust to keep your assets in your hands. To establish a Delaware Asset Protection Trust, you transfer selected assets that, once transferred, may be insulated from future creditors. To protect your assets; you lose some control, but losing control; does not mean losing the economic benefits from the property transferred. Show less

  • Sr. Wealth Strategist and Hawthorn Institute for Family Success Fellow

    Mar 2021 - Mar 2022

  • Sr. Wealth Strategist

    Sept 2014 - Mar 2021
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  Freelance

  Mar 2022 - now

  Financial Education Consultant

  Helping +15 next gen wealth owners (age 14-30) build their financial skills via customized training paths, designed to match skills, goals, and interests.Training paths include: -Building Financial Vocabulary -Case Studies: Using Public Companies to Examine Your Family's Business-Understanding Your Portfolio-Financial Independence: Budget, Cash Flow, and Smart Decision-making -Finding Your Place in the Family Entity Ecosystem-Where Philanthropy and Investment Meet Show less

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  Private Office

  Mar 2022 - May 2024

  Director

  Responsible for leading and coordinating governance, finance, wealth management, education, estate planning, and advisory services

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  Bounce-10

  Apr 2022 - now

  Client Service Lead

  A creative play-based program to help parents give young children a foundation of financial readiness to serve them throughout their lives.Helping children navigate privilege and responsibility, embarrassment and legacy, and complex financial landscapes is challenging for the most sophisticated families. Mentoring children to master financial skills and nurturing values of stewardship—while simultaneously preserving the joys of childhood—takes the work of a caring village.Consider Bounce10 an experienced part of your family village, offering innovative, easy to use resources, wisdom, and guidance to turn a necessary life chore into an engaging family adventure. Show less