The Northern Trust Institute

Insights for Business Owners

Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.

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Journey Step 1

Growing Your Business

Growing your business leaves little time for long-term planning, but aligning business objectives with personal goals is critical at this stage. Learn what strategies to consider.

Journey Step 2

Transitioning Your Business

Whether you keep or sell your business, a well-executed transition strategy can help your business and family flourish for generations to come. Explore advice that has helped other business owners succeed during this phase.

Journey Step 3

Life After Transition

Your hard-work, talent and discipline drove the success of your company. Explore opportunities to leverage these strengths as you transition to the next phase of your life.

Navigate to A Stress Test For Your Estate Plan
Family

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

Navigate to Staying Involved in Your Business After You Sell
Life

Staying Involved in Your Business After You Sell

Employee, board member, consultant or shareholder?

Navigate to Transitioning from Business Owner to Wealth Owner
Wealth

Transitioning from Business Owner to Wealth Owner

Will you able to meet your post-sale cash flow needs?

Explore Specialized Advice

MEET WITH US TO OPTIMIZE YOUR WEALTH PLAN

Guided by the Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

Let's Collaborate

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.