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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Making the Most of Newfound Wealth

 
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Strategies for Managing a Major Liquidity Event

Whether it's the sale of a business, a merger, partial cash-out, inheritance or some other significant liquidity event, there are many issues to contend with when you have a sudden infusion of cash.

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 Services menu links on the left to learn more.

Learn More