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Articles related to

Family Governance

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    Navigate to Succession Stories
    For Family Offices

    Succession Stories

    Lessons learned from former family office CEOs.

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    Navigate to Engaging the Rising Generation
    Money Masterclass

    Engaging the Rising Generation

    Prepare future family leaders for success.

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    Navigate to How One Family Instilled Purpose in Their Wealth Plan
    Money Masterclass

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

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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 Money May Not Buy Happiness. But Purpose Can.
    Money Masterclass

    Money May Not Buy Happiness. But Purpose Can.

    Find a common purpose today by developing a vision of future success.

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    Navigate to Can a Private Equity Partner Help Grow Your Business
    Trends & Strategies

    Can a Private Equity Partner Help Grow Your Business

    Assess if a private equity partner is right for your business.

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    Navigate to Wealth Planning for Couples Without Children
    Trends & Strategies

    Wealth Planning for Couples Without Children

    Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.

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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 The Well-Prepared Family
    Money Masterclass

    The Well-Prepared Family

    Gain a complete view of your wealth, goals and intentions.

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    Navigate to Effective ESG: Align Your Portfolio With Your Values
    Trends & Strategies

    Effective ESG: Align Your Portfolio With Your Values

    Align your investments and values to achieve your financial goals

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    Navigate to Transfer Wealth Purposefully with a Statement of Intent
    Money Masterclass

    Transfer Wealth Purposefully with a Statement of Intent

    Set your family up for success by sharing your intentions.

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    Navigate to A Stress Test For Your Estate Plan
    Money Masterclass

    A Stress Test For Your Estate Plan

    Are there surprises lurking in your plan?

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    Navigate to Five Steps for Establishing Family Governance
    Money Masterclass

    Five Steps for Establishing Family Governance

    Communicate with purpose and establish a shared vision.

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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 Navigating Generational Divides
    Money Masterclass

    Navigating Generational Divides

    Establish a plan to manage wealth together.

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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 Legacy Planning: Supporting Family and Causes
    Money Masterclass

    Legacy Planning: Supporting Family and Causes

    Know your options for gifting to family and charitable causes.

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    Navigate to Incorporating Family Well-Being In Your Plan
    Money Masterclass

    Incorporating Family Well-Being In Your Plan

    Prepare your family for challenges they could encounter.

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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 Overcoming Obstacles to Financial Conversations
    Money Masterclass

    Overcoming Obstacles to Financial Conversations

    Prepare the next generation for financial responsibility.

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    Navigate to Making Decisions as a Family
    Trends & Strategies

    Making Decisions as a Family

    Expand your dialogue to make better decisions and communicate purpose.

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    Navigate to How One Family Instilled Purpose in Their Wealth Plan
    Case Study

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

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    Navigate to Succession Planning & Preparing the Rising Generation
    Family Office Insights

    Succession Planning & Preparing the Rising Generation

    How families successfully make decisions together.

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    Navigate to Planning with Purpose
    Money Masterclass

    Planning with Purpose

    Partnering on a new approach to wealth planning.

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    Navigate to Building Consensus: Addressing Behavioral Biases
    Family Office Insights

    Building Consensus: Addressing Behavioral Biases

    Recognizing behavioral investment biases helps build consensus among investment committees.

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    Navigate to Successful Wealth Transfer Starts with Conversations
    Money Masterclass

    Successful Wealth Transfer Starts with Conversations

    Insights on Successful Wealth Transfer.

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    Navigate to Family Office Insights from the Asia-Pacific Region
    Family Office Insights

    Family Office Insights from the Asia-Pacific Region

    Key opportunities and issues impacting family offices.

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    Navigate to Passing Down More than Money
    Money Masterclass

    Passing Down More than Money

    Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

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    Navigate to Navigating International Family Office Trends
    Family Office Insights

    Navigating International Family Office Trends

    Leverage global opportunities to meet your client’s complex needs.

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    Navigate to Kids and Money
    Money Masterclass

    Kids and Money

    How parents can prepare their children to manage wealth.

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    Navigate to Improving Family Office Efficiency With Technology
    Family Office Insights

    Improving Family Office Efficiency With Technology

    Enhance productivity, securely, with the help of technology.

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    Navigate to Strategies to Support Growing Families
    Family Office Insights

    Strategies to Support Growing Families

    Adapt to meet the evolving needs of a growing family.

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    Navigate to Do You Need a Co-Trustee?
    Family Office Insights

    Do You Need a Co-Trustee?

    Evaluate the benefits of having a co-trustee.

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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.

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