The Northern Trust Institute
Proven Advice For Moments That Matter
The Best Thinking of Our Firm
The Northern Trust Institute brings the breadth and depth of the firm to your unique situation. The advice you receive from us is informed by the latest insights and continually vetted through feedback.
We analyze behavioral patterns and produce insights to identify the strategies that have been most effective for our clients
We develop strategies and advice based on those insights, applying the expertise of our dedicated Northern Trust Institute professionals
We curate the advice along a journey to deliver it at the moments you need it most and to help you anticipate future needs
We proactively seek feedback from clients to continually gain more insight and evolve the advice we provide
Uniquely Positioned to Serve You
- Unique Insights
- Unmatched Expertise
- Client-First Culture
Drawing from more than
yrs
of experience advising wealthy families
We serve more than
%
of the Forbes 400 Wealthiest Americans
Trustee for more than
K
fiduciary clients
About the Northern Trust Institute
You make financial decisions throughout your lifetime, and trusting the advice you receive can be difficult amid the unprecedented amount of information that exists today. You may question whether recommended strategies are fully informed, relevant to your unique situation and worthy of pursuing.
The Northern Trust Institute is dedicated to helping you confidently move forward with advice that is grounded in real-world outcomes and backed by proven credibility. To deliver on this mission, more than 175 experts collaborate to analyze behavioral patterns and identify the strategies that have been most effective for our clients. The resulting insights are curated around important points in your life, positioning you to take action and achieve optimal outcomes with your wealth.
Our Leadership
Pam Lucina
President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive
Hugh Magill
Chair of The Northern Trust Institute, Vice Chairman of Wealth Management