- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Estate Planning
- Trends & Strategies
Election 2024: Plan, and Prepare for All Outcomes
Scenario analysis: Planning strategies for each election result.
- Money Masterclass
Modern Trust Provisions
Evolve your clients’ trusts and wills with more than 30 provisions.
- Money Masterclass
The Entrepreneur's Trust
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
- Money Masterclass
Wealth Planning for Couples Without Children
Planning considerations for modern families.
- Money Masterclass
Secrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
- Money Masterclass
Tools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
- The Art of Collecting
What Are NFTs? Understand Estate Planning Challenges
Understand this trend and how to incorporate it in your wealth plan.
- Trends & Strategies
Year-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
- For Advisors
Managing Stock Concentrations at Every Life Stage
Managing executive stock concentration is a top challenge for advisors.
- Money Masterclass
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
- Trends & Strategies
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
- Money Masterclass
The Well-Prepared Family
Gain a complete view of your wealth, goals and intentions.
- For Advisors
Realize the Benefits of a Nevada Trust
Explore legal and tax benefits afforded by state law.
- For Advisors
2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
- Trends & Strategies
Interstate Relocation Checklist
Follow these steps to navigate the financial aspects of your move.
- For Advisors
Today's Top Tax and Estate Planning Techniques
Practical advice to give clients the confidence to take action amid an uncertain future.
- Money Masterclass
Does Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
- Money Masterclass
Planning with Purpose: Philanthropic Intent
Build an enduring legacy with intentional philanthropic planning.
- Money Masterclass
Making Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.
- Money Masterclass
The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones
In blended marriages, the threat of accidental disinheritance is real.
- Money Masterclass
Navigating Trustee Selection
Your wealth transfer plan’s success depends on the trustee.
- For Advisors
Serving Clients In An Evolving Fiduciary Landscape
COVID-19 has made a lasting impact on almost everything, and trust management is no exception.
- Money Masterclass
Transfer Wealth Purposefully with a Statement of Intent
Set your family up for success by sharing your intentions.
- Money Masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Money Masterclass
Family Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
- Money Masterclass
Navigating Generational Divides
Establish a plan to manage wealth together.
- Money Masterclass
5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
- Money Masterclass
Legacy Planning: Supporting Family and Causes
Know your options for gifting to family and charitable causes.
- Money Masterclass
Incorporating Family Well-Being In Your Plan
Prepare your family for challenges they could encounter.
- Money Masterclass
Common Reasons Business Sale Transactions Fail
Avoid common pitfalls that derail the sale of a business.
- Money Masterclass
How to Select the Right Estate Executor
Learn how to select the executor of your estate.
- Trends & Strategies
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
- Trends & Strategies
The New Longevity and End-of-Life Care
Prepare, communicate and revisit your advance directives.
- Trends & Strategies
Modern Families Need Modern Estate Plans
Work with your advisors to create a plan best suited to your family.
- Money Masterclass
The Family Vacation Home: Planning for the Future
Prepare yourself, your estate and your family for the future.
- Money Masterclass
10 Questions for Finding the Right Estate Planner
Look for relevant experience and a good rapport.
- Money Masterclass
Estate Planning Strategies to Help Avoid Disaster
Keep the family peace and help ensure your wishes are carried out.
- Trends & Strategies
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.
- Case Study
How One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
PARTNER WITH US
Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.
ABOUT THE INSTITUTE
The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.