We know you’re looking to find a financial partner that understands your unique needs as a member of the LGBT community. Your search led you to the right place.

Northern Trust understands the financial and estate planning challenges you face as an LGBT individual or same-sex couple and we have the expertise to help you and your loved ones navigate them. A good place to start is our Top 10 Things You Need to Know about LGBT Financial Planning (PDF)

Wealth Transfer strategies for the lgbt community

In this video, National Practice Leader John McGowan discusses how current laws impacting non-traditional families and LGBT individuals make wealth transfer planning essential, despite some states recognizing civil unions and marriage.

Find out more:

Contact John Contact Mark
Download the PDF

The top 10 things you need to know about LGBT financial planning

Download the PDF
Download the PDF

John McGowan discusses the importance of careful financial planning for LGBT individuals

Download the PDF

Special Considerations for LGBT and non-traditional family Clients

  • Co-owned assets or commingled assets
  • Domestic partnership, civil union or marriage
  • Cohabitation agreements
  • Parenthood
  • Complex family dynamics
  • Power of attorney for health care and for property
  • Estate Planning
  • Tax Strategies
  • Selection of an executor or trustee
  • Special needs trusts and guardianships
  • Creating a charitable giving program
  • Business succession planning
  • Dissolution of a relationship
  • Death of a partner
  • Settling an estate
  • “Perfect 100% Rating on Human Rights Campaign Foundation, Corporate Equality Index”

    —Best Places to Work for LGBT Equality

  • “100 Best Companies for Working Mothers”

    —Working Mother Magazine (18th year)

  • “40 Best Companies for Diversity”

    —Black Enterprise Magazine

  • “Top 50 Companies for Executive Women”

    —National Association of Female Executives

  • “Top 50 Companies for Latinas to Work in the United States”

    —Latina Style Magazine

  • “Best Private Bank in North America”

    —Financial Times Group

  • “Serving over 20% of Forbes 400 Most Affluent Americans”

    —Forbes

  • “Ranked among the Top 10 Wealth Managers”

    —Barron's