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.
Insights for Your Practice
Stay informed on the latest estate planning strategies with insights from our top fiduciary experts.
Insights for Your Clients
Help clients navigate their most complex wealth decisions with tools informed by a century of experience advising families like them.
Tax Policy Resource Center
Research-based insights at the intersection of changing tax policy and managing complex wealth.
Newsroom
Explore insights from our experts as featured in media and industry publications.
Our Leadership
Pam Lucina
President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive
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.