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Wealth Management Insights & Research

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Top Wealth Insights

Further your wealth plan in 2021 by exploring areas of change and opportunity.

Stay up-to-date on recent market developments, the global economy and fiscal policy with Wealth Management Chief Investment Officer Katie Nixon.

The Northern Trust Institute

Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

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Now is the time to revisit your wealth plan to prepare for an uncertain future.

The pandemic is both creating a greater sense of estate planning urgency and challenging the estate settlement process.

In blended marriages, the threat of accidental disinheritance is real.


Wealth Planning

Taxes matter but before relocating, consider the broader impact of the move, and understand the requirements to establish residency.

Societal and familial shifts require a new approach to planning for an effective transfer of wealth.


Balancing business objectives with family harmony can be a delicate task. These three strategies can help.

The pandemic is intensifying valuation conflicts in divorce, but the right expertise and creativity can resolve these issues.


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Successful wealth management requires a strong foundation of financial knowledge across generations.

Changes to lifestyle are often inevitable, but there are steps you can take to avoid common pitfalls.

Evolve your wealth plan to better meet the needs of your family.




Markets continue to sway with the 3 Ps: the pace of the Pandemic, fiscal and monetary Policy responses and the omnipresent impact of Politics.

It pays to be aware of our blind spots.



What questions should you be asking to develop a goals-driven investment strategy?

Protect your portfolio against unexpected inflation.

Consider building a portfolio reserve to avoid making short-term decisions that could jeopardize long-term goals.


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Our Wealth Experts

Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Peter is responsible for the application of leading research to the wealth management investment process.

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group.

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The proactive, holistic guidance we provide clients is supported by the deep expertise of our thought leaders. Access recent global market commentaries from our experts.