Northern Trust can help you address both your short-term needs for managing this windfall and the long-term preservation and protection of your wealth. We will help you:
- Create and manage a comprehensive wealth management plan
- Minimize taxes
- Diversify concentrated positions
- Select the appropriate investment options for your goals and timeframe
- Transfer wealth tax-efficiently to beneficiaries
- Meet your philanthropic and legacy objectives
Enjoy the peace of mind that comes from having a trusted advisor, supported by a partnership built on the highest standards of integrity and putting your interests first.
Download our Liquidity Events Fact Sheet to see some of the issues you may need to address. Or click on any of the links to the right to learn more about our services.
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