Wealth Management Insights & Research
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Top Wealth Insights
Waiting until year-end 2023 to use your gift tax exclusion is not simply unnecessary; it may be less efficient.
Stay informed on recent market developments and their impact on your portfolio with Wealth Management Chief Investment Officer Katie Nixon.
The Northern Trust Institute
More Top Wealth Insights
Whether you are focused on growing your business or preparing for an exit, a solid wealth plan is critical for entrepreneurs at every stage.
Gain insight on the most pressing challenges and opportunities facing business owners.
Wealth Planning
Learn five secrets that lead to successful wealth transfer from families that have succeeded, generation after generation.
Our experts explore how individuals and families are continuing to harness the resilience recent years have demanded to approach the year ahead.
Balancing business objectives with family harmony can be a delicate task. These three strategies can help.
Moving across state lines? Our checklist can help you navigate the tax, estate and other financial complexities that come with interstate relocation.
More Wealth Planning Insights
Successful wealth management requires a strong foundation of financial knowledge across generations.
Changes to lifestyle are often inevitable, but there are steps you can take to avoid common pitfalls.
Evolve your wealth plan to better meet the needs of your family.
Investing
MORE INVESTING INSIGHTS
What questions should you be asking to develop a goals-driven investment strategy?
Consider building a portfolio reserve to avoid making short-term decisions that could jeopardize long-term goals.
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Our Wealth Experts
Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.
Peter is responsible for the application of leading research to the wealth management investment process.
Pam Lucina is the Chief Fiduciary Officer for Northern Trust and leads their Trust & Advisory Practice.