- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Family Governance
- Money Masterclass
Succession Stories
Lessons learned from former family office CEOs.
- Money Masterclass
Engaging the Rising Generation
Prepare future family leaders for success.
- Money Masterclass
Secrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
- Money Masterclass
Money May Not Buy Happiness. But Purpose Can.
Find a common purpose today by developing a vision of future success.
- Trends & Strategies
Can a Private Equity Partner Help Grow Your Business
Assess if a private equity partner is right for your business.
- Trends & Strategies
Wealth Planning for Couples Without Children
Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.
- Money Masterclass
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
- Money Masterclass
The Well-Prepared Family
Gain a complete view of your wealth, goals and intentions.
- Trends & Strategies
Effective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
- 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
Five Steps for Establishing Family Governance
Communicate with purpose and establish a shared vision.
- 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
Preparing the Next Generation to Lead the Business
Prepare the next generation to lead your company.
- Money Masterclass
Staying Involved in Your Business After You Sell
Employee, board member, consultant, or shareholder?
- Money Masterclass
Family Business: Hiring and Working with Family
Five strategies to preserve your family business for future generations.
- Money Masterclass
Overcoming Obstacles to Financial Conversations
Prepare the next generation for financial responsibility.
- Trends & Strategies
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
- Case Study
How One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
- Money Masterclass
Building Consensus: Addressing Behavioral Biases
Recognizing behavioral investment biases helps build consensus among investment committees.
- Money Masterclass
Planning with Purpose
Partnering on a new approach to wealth planning.
- Money Masterclass
Strategies to Support Growing Families
Adapt to meet the evolving needs of a growing family.
- Money Masterclass
Successful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
- Trends & Strategies
Family Office Insights from the Asia-Pacific Region
Key opportunities and issues impacting family offices.
- Money Masterclass
Passing Down More than Money
Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.
- Trends & Strategies
Improving Family Office Efficiency With Technology
Enhance productivity, securely, with the help of technology.
- Money Masterclass
Kids and Money
How parents can prepare their children to manage wealth.
- Money Masterclass
Do You Need a Co-Trustee?
Evaluate the benefits of having a co-trustee.
- Money Masterclass
Navigating International Family Office Trends
Leverage global opportunities to meet your client’s complex needs.
- Trends & Strategies
Succession Planning & Preparing the Rising Generation
How families successfully make decisions together.
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.