As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
Responsive, prompt attention
- Every client is assigned a Wealth Management Team which includes a Relationship Manager, Account Manager and Technology Consultant as well as optional team members including an Investment Consultant, Performance Analyst, Portfolio Manager and Personal Banker. Your Relationship Manager, experienced in working with high-net-worth families, serves as your chief point of contact.
- Our teams oversee fewer than twelve clients, allowing for responsive, confidential attention.
- Your daily servicing team and our senior management create a service plan customized to achieve your goals.
- Flexibility is one of Northern Trust's strengths. Take advantage of as many or few of our services as you choose, depending on which are relevant to your situation.
- Your Relationship Manager will serve as your guide to all of the knowledge, services, and specialists we have to offer.
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