Wealth Management Insights & Research
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.
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.