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Modern families

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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 College-Bound Planning: Key Financial and Health Care Decisions
    Money Masterclass

    College-Bound Planning: Key Financial and Health Care Decisions

    Understand key financial and healthcare planning decisions for families of college-bound students.

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    Navigate to Money & Meaning
    Money Masterclass

    Money & Meaning

    Exploring our complex relationship with wealth.

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    Navigate to The Entrepreneur's Trust
    Money Masterclass

    The Entrepreneur's Trust

    Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

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    Navigate to Wealth Planning for Couples Without Children
    Money Masterclass

    Wealth Planning for Couples Without Children

    Planning considerations for modern families.

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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 Tools to Transfer Values with Wealth
    Money Masterclass

    Tools to Transfer Values with Wealth

    Maintain family harmony with these wealth transfer tools.

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    Navigate to Five Ways to Make Year-End Philanthropic Conversations Meaningful
    Money Masterclass

    Five Ways to Make Year-End Philanthropic Conversations Meaningful

    A guide to discussing philanthropy with your family.

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    Navigate to Strategies for 2023 Year-End Charitable Giving
    Trends & Strategies

    Strategies for 2023 Year-End Charitable Giving

    Make the most of your charitable donations.

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    Navigate to Charitable Giving in a Down Market
    Trends & Strategies

    Charitable Giving in a Down Market

    Using time, talent, treasure and ties to make an impact.

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    Navigate to Building Relationships and Wealth Together
    Money Masterclass

    Building Relationships and Wealth Together

    Psychological research on love and prosperity.

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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 How Will You Fund Your "Next Big Thing"?
    Money Masterclass

    How Will You Fund Your "Next Big Thing"?

    A framework to raise capital for new opportunities.

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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 Navigating Generational Divides
    Money Masterclass

    Navigating Generational Divides

    Establish a plan to manage wealth together.

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    Navigate to Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
    Trends & Strategies

    Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

    Build successful trustee-beneficiary partnerships.

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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 The New Longevity and End-of-Life Care
    Trends & Strategies

    The New Longevity and End-of-Life Care

    Prepare, communicate and revisit your advance directives.

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    Navigate to Modern Families Need Modern Estate Plans
    Trends & Strategies

    Modern Families Need Modern Estate Plans

    Work with your advisors to create a plan best suited to your family.

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    Navigate to Tying the Financial Knot: Unmarried Couples Need a Plan Too
    Trends & Strategies

    Tying the Financial Knot: Unmarried Couples Need a Plan Too

    Know your options as an unmarried couple.

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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 Five Ways to Make Year-End Philanthropic Conversations Meaningful
    Family Philanthropy

    Five Ways to Make Year-End Philanthropic Conversations Meaningful

    A guide to discussing philanthropy with your family.

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    Navigate to How a Vesting Event Revealed Flaws in an Executive's Estate Plan
    Case Study

    How a Vesting Event Revealed Flaws in an Executive's Estate Plan

    Refining an estate plan to address concentrated equity risk.

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    Navigate to A Gift for Today and Tomorrow
    Down Market Opportunities

    A Gift for Today and Tomorrow

    Giving a hands-on lesson in investing.

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    Navigate to A Family Shares the Value of Education Among Generations
    Down Market Opportunities

    A Family Shares the Value of Education Among Generations

    Jumpstarting education saving with a strategic gift.

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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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