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.

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.


Explore insights from our experts as featured in media and industry publications.

Our Leadership

Navigate to Pam Lucina

Pam Lucina

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

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.