The Northern Trust Institute

Insights for Multigenerational Families

Create cohesive visions for wealth management across generations with expert advice.

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The Journey Across Generations

Successful multigenerational wealth management is often elusive. Navigate generational divides and build a plan for future generations by understanding the challenges and establishing a process.

Journey Step 1

Align

Strategies to enhance family unity, governance and financial acumen.

Journey Step 2

Prepare

Advice to protect, preserve and grow your wealth for generations to come.

Journey Step 3

Engage

Insights to create a lasting family legacy across generations.

Tax Policy Resource Center

Research-based insights at the intersection of changing tax policy and managing complex wealth.

Explore Specialized Advice

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.

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.