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Money Masterclass
Make informed decisions by building your knowledge on financial concepts and principles.
Featured Insights
- Money Masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Money Masterclass
The Well-Prepared Family
Gain a complete view of your wealth, goals and intentions.
- Money Masterclass
Tools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
- Case Study
How One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
- Money Masterclass
Funding Education: Know Your Options
Explore your options for funding education.
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Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.
Explore All Money Masterclass Insights
- 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
Optimizing the Family Office Tech Stack
Family offices gather data from a wide variety of investments across an expanding range of asset types.
- Money Masterclass
Attracting and Retaining Talent in Family Offices
Attract and retain top talent to set your family office up for success.
- Money Masterclass
Mitigating Cyber Risks In Family Offices for Long-Term Security
Protect family data with strong cybersecurity practices.
- Money Masterclass
Money and the Mind
Stan Treger is using psychology to help others understand “the why” behind their money story.
- 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
Modern Trust Provisions
Evolve your clients’ trusts and wills with more than 30 provisions.
- 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
Working Together on Passive Income and Estate Planning Goals
The sale of an interest in commercial real-estate among relatives unlocks value.
- 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.
- Money Masterclass
Should I Hire an Investment Bank to Sell My Business?
Learn the benefits of hiring an investment bank when selling your business.
- Money Masterclass
Building Relationships and Wealth Together
Psychological research on love and prosperity.
- Money Masterclass
Funding Education: Know Your Options
Explore your options for funding education.
- Money Masterclass
Take Your Dream to Sea: Financing a Yacht Purchase
Successful projects marry expert planning with passion.
- Money Masterclass
Money May Not Buy Happiness. But Purpose Can.
Find a common purpose today by developing a vision of future success.
- Money Masterclass
Can a Private Equity Partner Help Grow Your Business?
Expert insights on building the right relationship with a PE partner.
- The Art of Collecting
Valuing, Appraising and Transferring Your Art Collection
Understand the financial implications of transferring your collection to family or charity.
- Money Masterclass
How Will You Fund Your "Next Big Thing"?
A framework to raise capital for new opportunities.
- Money Masterclass
Executive Spotlight: Have You Planned for the Possibility of Disability?
Minimize the impact of potential disability for your family and wealth.
- Markets
How to Invest with Less Bias
Keep common investment biases from impacting results.
- Money Masterclass
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
- Money Masterclass
Divorce & Real Estate: Avoiding a Tax Surprise
Align assets and goals with expert analysis.
- Money Masterclass
Does Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
- Money Masterclass
Planning with Purpose: Philanthropic Intent
Build an enduring legacy with intentional philanthropic planning.
- Money Masterclass
Taking Flight: Evaluating Your Private Travel Options
Understand when private jet travel makes sense for you.
- Money Masterclass
Making Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.
- Money Masterclass
Retiring Into Philanthropy: Strategies For Business Owners
Make the shift from corporate to individual philanthropy.
- Money Masterclass
Spending in Retirement: Planning for Withdrawals
Learn how to balance optimal asset allocation with your withdrawal needs.
- Money Masterclass
The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones
In blended marriages, the threat of accidental disinheritance is real.
- Money Masterclass
Navigating Trustee Selection
Your wealth transfer plan’s success depends on the trustee.
- Money Masterclass
Research Findings: How Executives Make Wealth Decisions
Research reveals executives’ financial decision making process.
- Money Masterclass
Transfer Wealth Purposefully with a Statement of Intent
Set your family up for success by sharing your intentions.
- Money Masterclass
Transitioning from Business Owner to Wealth Owner
Will you be able to meet your post-sale cash flow needs?
- 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
Rethink Giving: Newer Ways to Make an Impact
Explore new charitable giving opportunities.
- Money Masterclass
8 Ways to Strengthen Your Board of Directors
Build an effective board for your private business.
- Money Masterclass
5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
- Money Masterclass
Financial Mistakes Women Make During the Divorce Process
Take steps to avoid common high net worth pitfalls.
- Money Masterclass
Maximizing Executive Compensation
Navigate the intricacies of your executive compensation.
- Money Masterclass
Cash Flow: Planning to Fund Major Purchases
Cash-flow management strategies for the C-suite.
- Money Masterclass
Executive Tax Reference Guide
Optimize tax treatment for executive compensation.
- Money Masterclass
Personal Risk Management: Protecting What Matters Most
Protect your financial security and well-being.
- 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
Building Your Wealth Management Team
Assemble a team of advisors for the executive journey.
- Money Masterclass
Understanding Your Executive Employment Agreement
Learn common characteristics of compensation, restrictions and provisions.
- Money Masterclass
What You Can Learn From My Divorce
Navigate the challenges of a high net-worth divorce.
- Money Masterclass
Common Reasons Business Sale Transactions Fail
Avoid common pitfalls that derail the sale of a business.
- Money Masterclass
How to Relocate Successfully
Consider all aspects of relocation, from health care to tax.
- Money Masterclass
Mitigating Concentration Risk Through Diversification
Understand the risks of single stock concentration.
- Money Masterclass
Who Do You Want On Your Divorce Team?
Build the right professional team to guide you through divorce.
- Money Masterclass
Preparing the Next Generation to Lead the Business
Prepare the next generation to lead your company.
- Money Masterclass
First Financial Steps for the Newly Single
Position yourself to financially thrive in your next chapter.
- 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.
- Money Masterclass
How to Select the Right Estate Executor
Learn how to select the executor of your estate.
- Money Masterclass
Prepare for Unexpected Health Costs
Explore three ways to go beyond primary insurance to protect your lifestyle.
- Money Masterclass
Prepare to Navigate Medicare
Find answers to common questions about the benefit.
- Money Masterclass
11 Best Practices for Nonprofit Directors
Become a more effective nonprofit leader.
- Money Masterclass
Joining a Nonprofit Board? Know Your Fiduciary Duties
Recognize common pitfalls before they happen.
- Money Masterclass
The Family Vacation Home: Planning for the Future
Prepare yourself, your estate and your family for the future.
- Money Masterclass
10 Questions for Finding the Right Estate Planner
Look for relevant experience and a good rapport.
- Money Masterclass
Estate Planning Strategies to Help Avoid Disaster
Keep the family peace and help ensure your wishes are carried out.
- Money Masterclass
The Road to Why Podcast
Discover the “why” that drives today’s most successful business leaders.
- Money Masterclass
4 Steps to Help You Take Charge of Your Financial Life
Discover key steps for your next financial chapter.
- Money Masterclass
Building Consensus: Addressing Behavioral Biases
Recognizing behavioral investment biases helps build consensus among investment committees.
- Money Masterclass
Discovering New Possibilities
Learn how one woman moved past worry and is confidently guiding her financial future.
- Money Masterclass
Spotlight: Maximizing the Sale of a Family Business
How Northern Trust helped a family maximize a business sale.
- 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
Selecting a Financial Advisor
What qualities should wealthy individuals look for in a financial advisor?
- Money Masterclass
Do You Need a Co-Trustee?
Evaluate the benefits of having a co-trustee.
- Money Masterclass
Solving for Illiquidity in Divorce
Illiquid assets present a significant challenge in high-net-worth divorces.
- Money Masterclass
Social Security Strategy Planning: 10 Questions to Ask
Key questions to help maximize your Social Security benefits.
- Money Masterclass
Successful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
- Money Masterclass
The Purpose Trust
Learn how a relatively new vehicle allows a business to be owned by its purpose.
- Money Masterclass
Passing Down More than Money
Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.
- Money Masterclass
How One Couple Successfully Sold Their Family Business
Coordinated advice helps guide a successful and confident transition
- Money Masterclass
Kids and Money
How parents can prepare their children to manage wealth.
- Money Masterclass
Navigating International Family Office Trends
Leverage global opportunities to meet your client’s complex needs.
- Money Masterclass
Divorce and The Liquidity Crunch
Ways to strategically use credit during divorce.
- Money Masterclass
Guiding Effective Investment Decision-Making
How an investment policy statement drives more than just investments.
- Money Masterclass
Modern Trust Provisions
Evolve your clients’ trusts and wills with these 26 provisions.
- Money Masterclass
Women in Philanthropy
Answers to the top questions on establishing a philanthropic legacy.
- Money Masterclass
Funding your Lifestyle and Ambitions
Our goals-based approach helps you make critical financial decisions and do more with your wealth.
- money masterclass
Keeping the Family Business in the Family
Five strategies to preserve the legacy of your family business for future generations.
- money masterclass
Tipping the Scales: Balancing Private & Public Investments
Make informed decisions by building your knowledge on financial concepts and principles.
- money masterclass
Interstate Relocation Checklist
Consider all aspects of relocation, from health care to tax.
- money masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Money Masterclass
Avoiding Financial Mistakes in Divorce
Learn common financial mistakes women make in divorce and how to avoid them.
- money masterclass
How Will You Fund Your "Next Big Thing?"
A framework to raise capital for new opportunities.
- 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.
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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.