Impact

With wealth comes the opportunity to make a difference. Achieve greater impact by identifying the best solutions to fulfill your unique philanthropic purpose.

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Business Owner

Navigate to Retiring into Philanthropy: Strategies for Business Owners

Retiring into Philanthropy: Strategies for Business Owners

Make the shift from corporate to individual philanthropy.

Navigate to Making Philanthropy Part of Your Leadership Succession Plan

Making Philanthropy Part of Your Leadership Succession Plan

How to make philanthropy part of succession planning.

Executive

Navigate to 2021 Wealth Planning Symposium: Advisor Benchmarking Report

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Professional advisors share insights on key themes transforming the wealth planning landscape.

Navigate to Executive Year-End Tax Planning: Your Questions Answered

Executive Year-End Tax Planning: Your Questions Answered

Answers to top questions on 2020 year-end executive tax planning.

Navigate to Legacy Planning: Supporting Family and Causes

Legacy Planning: Supporting Family and Causes

Know your options for gifting to family and charitable causes.

Multigenerational Families

Unexpectedly Single

Navigate to Supporting Female Founders Through Private Investing

Supporting Female Founders Through Private Investing

Build your wealth while supporting female entrepreneurs.

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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.

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