- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Modern families
- Money Masterclass
Engaging the Rising Generation
Prepare future family leaders for success.
- Money Masterclass
College-Bound Planning: Key Financial and Health Care Decisions
Understand key financial and healthcare planning decisions for families of college-bound students.
- Money Masterclass
Money & Meaning
Exploring our complex relationship with wealth.
- 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.
- Money Masterclass
Five Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.
- Trends & Strategies
Strategies for 2023 Year-End Charitable Giving
Make the most of your charitable donations.
- Trends & Strategies
Charitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.
- Money Masterclass
Building Relationships and Wealth Together
Psychological research on love and prosperity.
- 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
How Will You Fund Your "Next Big Thing"?
A framework to raise capital for new opportunities.
- Trends & Strategies
Effective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
- Money Masterclass
Navigating Generational Divides
Establish a plan to manage wealth together.
- Trends & Strategies
Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
Build successful trustee-beneficiary partnerships.
- 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.
- 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.
- Family Philanthropy
Five Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.
- Case Study
How a Vesting Event Revealed Flaws in an Executive's Estate Plan
Refining an estate plan to address concentrated equity risk.
- Down Market Opportunities
A Gift for Today and Tomorrow
Giving a hands-on lesson in investing.
- Down Market Opportunities
A Family Shares the Value of Education Among Generations
Jumpstarting education saving with a strategic gift.
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.