2021 Wealth Planning Symposium: Advisor Benchmarking Report

The past year has challenged all of us — personally and professionally — in profound ways that will have a lasting impact on the way we work, learn and come together as a community to solve problems.

As advisors to high-net-worth clients, we are at a pivotal moment where we must adapt to a rapidly evolving landscape to better serve our clients.

At The Northern Trust Institute’s inaugural Wealth Planning Symposium in April 2021, we surveyed more than 170 estate planning attorneys, accountants, fiduciaries and other professional advisors to high-net-worth individuals and families.

In the resulting report, we share insights from these leaders in our industry, who are in the trenches advising clients. It is our hope that by sharing these insights on key themes transforming the wealth planning landscape, we can continue to work together to position our clients for success.