Skip to content

Wealth Management Insights & Research

Wealth Planning

Subscribe to Wealth Planning Insights

Gain perspective on timely topics and find ways to optimize your wealth plan through strategies covering taxes, wealth transfer, retirement and more.

Top Insight

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

  

Top Wealth Planning Insights

Explore five key themes – and corresponding advice – that could impact your wealth plan this year.

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

Taxes matter but before relocating, consider the broader impact of the move.

  

More Wealth Planning Insights

Learn how one family reimagined their wealth plan to better define the values they were trying to incent.

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 Experts

Pam assists clients and Northern Trust partners in achieving their goals while keeping an eye on the human element of wealth and family dynamics.

Eric oversees Northern Trust’s national strategy for advising business owners and their families.

Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth.

Steph is responsible for leading the firm’s advisory practice for women and oversees its Elevating Women platform. Over the years, she has developed a specialized expertise in utilizing financial strategies and empowering women with the resources to become effective stewards of their wealth. Steph has also worked extensively with women across the country to help them address the financial impact of widowhood, secure equitable settlements in marriage dissolutions, and establish a solid foundation for their next chapter.

Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.

Rob Ashcroft is Director of Business Owner Consulting in Northern Trust’s Advisory Services Group. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Warren specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management.