Wealth Transfer Planning – Your Way

Estate planning should start by defining the core values that reflect your family’s unique and diverse human, social and intellectual capital – and involve family members in the process.

Recharacterization of Converted Roth IRAs

Conversion of traditional IRAs and other retirement accounts to Roth IRAs can help position retirement funds in a tax-advantaged way. If the market goes awry, recharacterization helps ensure investment losses don't negate benefits of such moves.

Responsible Investing: Investing for a Cause

Responsible investing – incorporating environmental, social and corporate governance criteria in your portfolio – has experienced tremendous growth during the past few years. Is it the right approach for you?

Online Exclusives

Could You Be Impacted by the Foreign Account Tax Compliance Act?

Wealth spoke with Northern Trust’s Michael I. Stein and Lorraine White about the potential impact of the Foreign Account Tax Compliance Act (FATCA) on personal clients of foreign financial institutions.

News & Notes

Northern Trust Names New Personal Financial Services Chief Investment Officer

Magazines Award Northern Trust "Best Private Bank in the U.S."

Corporate Social Responsibility Report Receives Accolades

Tax Strategist Joins Northern Trust's Personal Financial Services Team

What Matters to You Most

Departments

How Secure Are Your Investments?

Safety of assets is a chief concern for all investors, particularly in these uncertain economic times. Registering assets through a trust bank or broker-dealer not only provides protection but increases efficiencies and cost savings as well.

The Impact of Dodd-Frank on Investors

Jean Sheridan, Northern Trust’s head of global financial reform management, shares insight on what the Dodd-Frank Act may mean for clients, as well as Northern Trust’s efforts to meet the demands of the new financial regulations.

Are Your Assets at Risk of Cyber Crime?

Protect yourself and your assets from cyber criminals through essential risk mitigation measures – adopting some secure habits both online and in the physical world.

Contact a relationship manager

Whether you are an individual or an institution, Northern Trust is committed to providing you with the personal service you deserve.

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