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Wealth Management Insights & Research

Wealth Planning

Subscribe to On Purpose

Gain insights on a range of issues, from tax developments to protecting yourself from cyber scams to preparing your children to manage wealth. Achieve the objectives for your wealth, as intended.

    Top Insight

    What is the “why” that drives today’s most successful business leaders? We speak with entrepreneurs and visionaries who have reshaped their industry about their life’s work, legacy and the greater meaning of it all


    Top Wealth Planning Insights

    women meeting in office pitching ideas

    Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

    Northern Trust Institute President Pam Lucina discusses planning strategies for couples without children.

    Moving across state lines? Our checklist can help you navigate the tax, estate and other financial complexities that come with interstate relocation.


    More Wealth Planning Insights

    Modern family preparing a meal

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

    The majority of generational wealth transfers ultimately fail due to the breakdown of communication and trust. Following a process for family governance can help your family align on a vision and make good decisions.

    Couple in their 70s

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


    Wealth Planning Experts

    Pamela Lucina

    Pamela Lucina is the Chief Fiduciary Officer for Northern Trust and leads its Trust & Advisory Practice.

    Eric Czepyha

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

    Amy E. Szostak

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

    Steph L. Wagner

    Steph L. Wagner is responsible for leading Northern Trust’s advisory practice for women and oversees its Elevating Women platform.

    Marguerite H. Griffin

    Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.

    Rob Ashcroft

    Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.