News and Notes
The Diversity of Giving:
Establishing Your Charitable Legacy
Northern Trust recently published “The Diversity of Giving,” a three-part series focused on integrating charitable goals into a comprehensive wealth transfer plan. “The Diversity of Philanthropic Motivations” explains the motivations and objectives for giving; “The Diversity of Philanthropic Solutions” summarizes the various charitable solutions and strategies individuals can employ to achieve their philanthropic goals; and “The Diversity of Philanthropic Funding Alternatives” outlines what, when and how to give.
To order a copy of any or all of “The Diversity of Giving” papers, visit us online at northerntrust.com/giving, contact your relationship manager, call 866.296.1526 or send an e-mail to firstname.lastname@example.org.
Podcasts Provide New Resource
Northern Trust’s podcast library — online audio and video files — is rapidly expanding. Users can download these files and listen to them on personal media players or through their computers to stay up to date with recent wealth management trends.
The podcasts on Northern Trust’s Web site provide an additional way to conveniently access information on a variety of topics.
The podcasts supply perspectives that complement print resources, such as the “Diversity of Giving” white paper series. Other recent additions to personal financial services library include:
|| “Favorable Fundamentals”
||“Perspective on Liquidity”
|| “Managing Risk”
||“Strategic Asset Allocation”
Visitors to the library can subscribe to receive automatic updates whenever new podcasts are posted to the site. To access the current catalog, visit northerntrust.com/podcasts.
Northern Trust Wins Euromoney Magazine Awards
Northern Trust was awarded “Best Private Bank Overall” for Inheritance and Succession Planning and Trust Services by Euromoney magazine in its annual ranking of private banks. In the Euromoney ranking, Northern Trust also earned the distinction as “Best Local Private Bank” for Philanthropy; Privacy and Security; and User-Friendly Technology. Additionally, we were ranked #1 in serving High Net Worth clients with $10 million to $30 million in net worth.
Recently Northern Trust also was awarded one of “America’s Most Admired Companies” by Fortune magazine.
Northern Trust Expands to 85 Locations in the United States
We have further expanded our private client services with a new financial and banking center in Wheaton, Ill. The new 10,000 square-foot facility at 101 S. Cross Street opened June 18, and offers a full complement of personal financial services including private banking, investment management, financial planning, and trust and estate planning services.
Scott J. Cross, a 14-year veteran of Northern Trust and an expert in private banking, has been appointed to the position of managing director of the Wheaton financial center.
The opening of the Wheaton office brings the number of personal financial services locations to 85 in 18 states. See a list of our Worldwide Locations.