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Wealth Management

Insights & Research

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A couple meeting with their advisor.Trends & StrategiesBeyond Sunset: Planning for a New Tax LandscapeRead our insights for individuals, businesses and donors.Read Article
Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
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Insights & Case Studies

Wealth Planning Insights

Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A storm on the horizon with a tree in the foreground.Six Wealth Planning Strategies for Volatile MarketsPeriods of stress present significant opportunities for optimizing your plan.Read Article
Man and woman talking in a corporate dining hall.Should I Work In The Family Business... Or The Family Office?How you can help the next generation succeed in their role.Read Article
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Insights & Case Studies

Investing Insights

Abstract geometric pattern.Market Currents PodcastWealth Management CIO Katie Nixon pulls back the curtain on financial trends.Read Article
MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
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Our Wealth Experts

Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

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