The Northern Trust Institute

Coordinated Advice to Help Clients Achieve Their Goals

When advisors collaborate, client strategies are better aligned and plans are executed more smoothly. Let’s work together to help clients realize the full potential of their wealth.

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Insights for Your Practice

Stay informed on the latest estate planning strategies with insights from our top fiduciary experts.

Navigate to The RMD Holiday, Explained
For Advisors

The RMD Holiday, Explained

The CARES act waived 2020 RMDs for retirement accounts.

Navigate to Modern Trust Provisions
For Advisors

Modern Trust Provisions

Evolve your clients’ trusts and wills with these 26 provisions.

Navigate to Understanding the QSBS Tax Exemption
For Advisors

Understanding the QSBS Tax Exemption

An under-utilized opportunity offers big tax savings.

Navigate to Serving Clients in an Evolving Fiduciary Landscape
For Advisors

Serving Clients in an Evolving Fiduciary Landscape

COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

Insights for Your Clients

Help clients navigate their most complex wealth decisions with tools informed by a century of experience advising families like them.

Navigate to Navigating Trustee Selection
Wealth

Navigating Trustee Selection

Your wealth transfer plan’s success depends on the trustee.

Navigate to Transfer Wealth Purposefully with a Statement of Intent
Family

Transfer Wealth Purposefully with a Statement of Intent

Set your family up for success by sharing your intentions.

Navigate to A Stress Test For Your Estate Plan
Family

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

Our Leadership

Navigate to Pam Lucina

Pam Lucina

President, Northern Trust Institute Chief Fiduciary Officer and Trust & Advisory Practice Executive

Navigate to Hugh Magill

Hugh Magill

Chair of The Northern Trust Institute Vice Chairman of Wealth Management

Navigate to Paul Lee

Paul Lee

Chief Tax Strategist

Share Specialized Advice With Clients

Learn how we can work together.

We take a holistic approach that complements your expertise and provides insight across all aspects of clients’ financial plans, including tax and wealth transfer, banking, investments, philanthropy, wealth planning, family education and fiduciary services.

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About the Institute

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.