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.

Financial Education for Your Family

A strong understanding of personal finance, investing and estate planning fundamentals can empower the next generation to responsibly steward wealth. Review this month’s topic from our Essentials curriculum.

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.