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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

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


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.

Learn five secrets that lead to successful wealth transfer from families that have succeeded, generation after generation.

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

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.