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Family Business

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    Navigate to 2025 Business Owner Benchmark
    Trends & Strategies

    2025 Business Owner Benchmark

    Find out what strategies business owners are pursuing for 2025.

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    Navigate to 2025 Wealth Planning Outlook
    Trends & Strategies

    2025 Wealth Planning Outlook

    Insights for an evolving wealth, tax and estate planning landscape.

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    Navigate to Secrets of Enterprising Families
    Money Masterclass

    Secrets of Enterprising Families

    Five secrets of successful intergenerational wealth transfer.

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    Navigate to Should I Hire an Investment Bank to Sell My Business?
    Money Masterclass

    Should I Hire an Investment Bank to Sell My Business?

    Learn the benefits of hiring an investment bank when selling your business.

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    Navigate to 10 Cybersecurity Practices to Protect Your Business
    Trends & Strategies

    10 Cybersecurity Practices to Protect Your Business

    Follow these steps to build an effective program.

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    Navigate to Can a Private Equity Partner Help Grow Your Business?
    Money Masterclass

    Can a Private Equity Partner Help Grow Your Business?

    Expert insights on building the right relationship with a PE partner.

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    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

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    Navigate to Divorce and Illiquid Assets: Strategies for Moving Forward
    Trends & Strategies

    Divorce and Illiquid Assets: Strategies for Moving Forward

    How to split private business interests in divorce.

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    Navigate to Keeping the Family Business in the Family
    Money Masterclass

    Keeping the Family Business in the Family

    Five strategies to preserve your family business for future generations.

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    Navigate to 2021 Wealth Planning Symposium: Advisor Benchmarking Report
    For Advisors

    2021 Wealth Planning Symposium: Advisor Benchmarking Report

    Professional advisors share insights on key themes transforming the wealth planning landscape.

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    Navigate to Does Placing Your Business in Trust Mean Giving Up Control?
    Money Masterclass

    Does Placing Your Business in Trust Mean Giving Up Control?

    Strategies for striking a balance between trustee duty and family control.

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    Navigate to Making Philanthropy Part of Your Leadership Succession Plan
    Money Masterclass

    Making Philanthropy Part of Your Leadership Succession Plan

    How to make philanthropy part of succession planning.

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    Navigate to Retiring Into Philanthropy: Strategies For Business Owners
    Money Masterclass

    Retiring Into Philanthropy: Strategies For Business Owners

    Make the shift from corporate to individual philanthropy.

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    Navigate to Understanding the QSBS Tax Exemption
    Trends & Strategies

    Understanding the QSBS Tax Exemption

    An under-utilized opportunity offers big tax savings.

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    Navigate to Transitioning from Business Owner to Wealth Owner
    Money Masterclass

    Transitioning from Business Owner to Wealth Owner

    Will you be able to meet your post-sale cash flow needs?

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    Navigate to Family Business: The Keep or Sell Decision
    Money Masterclass

    Family Business: The Keep or Sell Decision

    Decide whether to keep or sell your family business.

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    Navigate to 8 Ways to Strengthen Your Board of Directors
    Money Masterclass

    8 Ways to Strengthen Your Board of Directors

    Build an effective board for your private business.

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    Navigate to 5 Components of a Successful Succession Plan
    Money Masterclass

    5 Components of a Successful Succession Plan

    Help your business thrive through a succession plan.

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    Navigate to Common Reasons Business Sale Transactions Fail
    Money Masterclass

    Common Reasons Business Sale Transactions Fail

    Avoid common pitfalls that derail the sale of a business.

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    Navigate to Preparing the Next Generation to Lead the Business
    Money Masterclass

    Preparing the Next Generation to Lead the Business

    Prepare the next generation to lead your company.

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    Navigate to Staying Involved in Your Business After You Sell
    Money Masterclass

    Staying Involved in Your Business After You Sell

    Employee, board member, consultant, or shareholder?

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    Navigate to Family Business: Hiring and Working with Family
    Money Masterclass

    Family Business: Hiring and Working with Family

    Five strategies to preserve your family business for future generations.

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    Navigate to The 2022 Business Owner Benchmark Report
    Trends & Strategies

    The 2022 Business Owner Benchmark Report

    Gain insight on the most pressing challenges and opportunities facing business owners.

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    Navigate to Understanding the QSBS Tax Exclusion
    For Advisors

    Understanding the QSBS Tax Exclusion

    Capital gain tax benefits for qualified small business stock.

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    Navigate to Spotlight: Maximizing the Sale of a Family Business
    Money Masterclass

    Spotlight: Maximizing the Sale of a Family Business

    How Northern Trust helped a family maximize a business sale.

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    Navigate to Update: 2024 Supreme Court Decisions and Business Owners
    Trends & Strategies

    Update: 2024 Supreme Court Decisions and Business Owners

    Understand how recent rulings impact tax and regulations.

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    Navigate to How One Couple Successfully Sold Their Family Business
    Money Masterclass

    How One Couple Successfully Sold Their Family Business

    Coordinated advice helps guide a successful and confident transition

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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.

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