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Wealth Management Insights & Research

Seize opportunity with our wealth insights

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

Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

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.

Understand how the new legislation may affect your retirement planning.


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.




It pays to be aware of our blind spots.



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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Discover cutting-edge wealth trends and topics in our wealth management thought leadership.


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.

More Insights & Research

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Leverage insightful guidance from our thought leaders.


The proactive, holistic guidance we provide clients is supported by the deep expertise of our thought leaders. Access recent global market commentaries from our experts.