Wealth
 
Summer 2008
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Legacy


Coming This Fall ... “Legacy: Conversations About Wealth Transfer”

Experts predict unprecedented intergenerational asset transfers within the coming decades — $20 trillion in the next 20 years alone. And you and your family are likely to be part of that group. To help you communicate with family members and advisors, and create a tax-efficient plan that reflects your goals and values, Northern Trust has written “Legacy: Conversations About Wealth Transfer.” The book provides insight into how to integrate your financial objectives with your values, thoughts and feelings in order to create a plan that you understand and that gives you security — both now and in the future. We invite you to call your relationship manager to order your complimentary copy of “Legacy,” or call 866.296.1526, or send an e-mail to wealthmagazine@ntrs.com.

Northern Trust Opens New Office in Abu Dhabi
Northern Trust has opened a representative office in Abu Dhabi in the United Arab Emirates. Northern Trust has served clients in the Middle East for more than 20 years, and the Abu Dhabi office allows Northern Trust to provide these clients with asset servicing, asset management and wealth management services closer to their markets.

Northern Trust has a growing network of 85 offices in 18 U.S. states, and has international offices in 15 locations in North America, Europe, the Middle East and the Asia-Pacific region. In addition to the new Abu Dhabi office, Northern Trust has international offices in Amsterdam, Bangalore, Beijing, Dublin, Guernsey, Hong Kong, Jersey, Limerick, London, Luxembourg, Melbourne, Singapore, Tokyo and Toronto.

Providing Support to Southwest China and Myanmar

The devastation caused by both the earthquake in southwest China and Cyclone Nargis in Myanmar has deeply saddened the Northern Trust community. To support the disaster relief efforts, Northern Trust made a corporate contribution to the American Red Cross – China Earthquake Relief Fund and the CARE International – Myanmar Cyclone Response Fund.

Northern Trust is also matching employee donations to the American Red Cross – China Earthquake Relief Fund, CARE International – Myanmar Cyclone Response Fund and Save the Children – China Earthquake and/or Cyclone Nargis Children in Crisis Funds.

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The views, opinions and investment information expressed are those of the individuals noted herein, do not necessarily represent the views of Northern or any other person in the Northern organization and are subject to change based on market or other conditions.The material is provided for informational purposes only and should not be construed as investment, tax or legal advice or a recommendation to buy or sell a security. Northern disclaims any responsibility to update such views. Northern does not guarantee that the information supplied is accurate, complete or timely and does not make any warranties with regard to the results obtained from its use. Northern does not guarantee the suitability or potential value of any particular investment or information source. You should consult your investment, tax, legal and accounting professionals before taking any action.

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