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Wealth Management Insights & Research

Wealth Planning

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Gain perspective on timely topics and find ways to optimize your wealth plan through strategies covering taxes, wealth transfer, retirement and more.

Top Insight

Father and son looking at the night sky

Planning with Purpose

Societal and familial shifts require a new approach to planning for an effective transfer of wealth.


Top Wealth Planning Insights

Further your wealth plan in 2021 by exploring areas of change and opportunity.

Now is the time to revisit your wealth plan to prepare for an uncertain future.

Taxes matter but before relocating, consider the broader impact of the move.


More Wealth Planning Insights

Learn how one family reimagined their wealth plan to better define the values they were trying to incent.

The pandemic is both creating a greater sense of estate planning urgency and challenging the estate settlement process.

In blended marriages, the threat of accidental disinheritance is real.


Wealth Planning Experts

Pam assists clients and Northern Trust partners in achieving their goals while keeping an eye on the human element of wealth and family dynamics.

Eric oversees Northern Trust’s national strategy for advising business owners and their families.

Devin leads Northern Trust’s strategic direction for advising executives on equity-linked compensation, income tax planning, wealth transfer and philanthropy.

Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth.

Steph is responsible for leading the firm’s advisory practice for women facing unexpected transitions, such as death of spouse or divorce, and oversees the firm’s women’s initiative, Elevating Women.

Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.

Rob Ashcroft is Director of Business Owner Consulting in Northern Trust’s Advisory Services Group. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Warren specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management.