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Wealth Management

A Personalized Plan for Wherever Life Takes You

Why Northern Trust

The Right Expertise, When You Need It

135+
Years

We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.

Best Private Bank

Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 13 of the last 16 years.

40+
Specialty Areas

Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.

The Northern Trust Institute

Proven Strategies for a Lifetime of Change

The Northern Trust Institute applies research and data analysis to identify the strategies that have proven most effective for our clients. The insights are curated around important life moments to help you take action with confidence.
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Infographic of Northern Trust's process: Analyze behavioral patterns, Develop strategies, Curate the advice, Proactively seek feedback

Services

Optimize Your Wealth Plan

Work with our advisors to build a custom plan that will help you achieve what matters most to you.

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Wealth Planning Advisory Services

Comprehensive advisory services to help achieve your vision for success at each stage of life.

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Investing

Investment strategies to help you confidently achieve your needs, goals and aspirations.

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Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

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Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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Worldwide Financial Solutions

Global Presence. Local Expertise.

Northern Trust offers tailored financial solutions in 20 U.S. states and 18 countries worldwide.

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Insights

Stay informed

Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
An illustration of women helping each other up the stairs.Elevating WomenCelebrating Women and WealthThe Past, Present and FutureRead Article
Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Workers in a meeting in a conference room.SuccessionKeeping the Family Business in the FamilyFive strategies to preserve your family business for future generations.Read Article

Our Experts

Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

Laura Mandel

Laura Mandel

Chief Fiduciary Officer

Glenda Pedroso

Glenda Pedroso

Head of Banking & Specialized Services

Eric Czepyha

Eric Czepyha

Director of Business Services

Marguerite Griffin

Marguerite Griffin

Director of Philanthropic Advisory Services

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Contact Us

Achieve What Matters Most

Work with our advisors to build a custom plan that will help you navigate change with confidence.