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Wealth Management Insights & Research

Wealth Planning

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Gain insights on a range of issues, from tax developments to protecting yourself from cyber scams to preparing your children to manage wealth. Achieve the objectives for your wealth, as intended.

    Top Insight

    What is the “why” that drives today’s most successful business leaders? We speak with entrepreneurs and visionaries who have reshaped their industry about their life’s work, legacy and the greater meaning of it all


    Top Wealth Planning 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.

    Northern Trust Institute President Pam Lucina discusses planning strategies for couples without children.

    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

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

    The majority of generational wealth transfers ultimately fail due to the breakdown of communication and trust. Following a process for family governance can help your family align on a vision and make good decisions.

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


    Wealth Planning Experts

    Pam Lucina is the Chief Fiduciary Officer for Northern Trust and leads their Trust & Advisory Practice.

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

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

    Steph Wagner is responsible for leading the firm’s advisory practice for women and oversees its Elevating Women platform.

    Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust's philanthropic advisory services to Wealth Management clients.

    Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.