Northern Trust Dallas

Northern Trust offers holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. Drawing from over 130 years of experience and serving over 25% of the Forbes 400 Wealthiest Americans, our advisors bring unrivaled insight into the complexities of managing wealth. Our firm is recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more. Our advisors are backed by the Northern Trust Institute, a research center established to develop insights that are grounded in real-word outcomes and specialized expertise. More than 175 experts collaborate to analyze behavioral patterns, identify the most effective client strategies and curate advice around important life moments. We are located in the Uptown area of downtown Dallas. We specialize in the following: Business Expansion and Succession Planning Banking and Lending Goals-Based Planning and Advice Investing Special Asset Advice and Services: Commercial and Residential Real Estate; Farmland and Timber; Oil, Gas & Minerals Trust and Estate Services Northern Trust partners are deeply involved in the nonprofit community in Dallas where over 1/3 of employees are committed to serving on local board and advisory councils.