- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Secrets of Enterprising Families
Discover five secrets that enterprising families use to successfully transfer wealth and values, generation after generation.
Featured Insights
- Trends & Strategies
Tax Policy Resource Center
Research-based insights at the intersection of changing tax policy and managing complex wealth.
- Markets
The Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
- Money Masterclass
A Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
- Money Masterclass
The Road to Why Podcast
Discover the “why” that drives today’s most successful business leaders.
- Elevating Women
The Superpower of Aging
Celebrate the beauty of a life well-lived.
Informed by Data and Real-World Outcomes
The Northern Trust Institute offers strategies that are informed by the latest insights and continually vetted through feedback.
We analyze behavioral patterns and produce insights to identify the strategies that have been most effective for our clients
We develop strategies and advice based on those insights, applying the expertise of our dedicated Northern Trust Institute professionals
We curate the advice along a journey to deliver it at the moments you need it most and to help you anticipate future needs
We proactively seek feedback from clients to continually gain more insight and evolve the advice we provide
EXPLORE WEALTH INSIGHTS
- Business Owner
- Executive
- Multigenerational Families
- Elevating Women
Business Owner
Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.
Insights for Professional Advisors
- Money Masterclass
Modern Trust Provisions
Evolve your clients’ trusts and wills with more than 30 provisions.
- Trends & Strategies
Divorce and Illiquid Assets: Strategies for Moving Forward
How to split private business interests in divorce.
- For Advisors
Delaware Specialized Trust Provisions
Evolve your clients' documents with our digital collection of specialized trust provisions.
PARTNER WITH US
Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.
ABOUT THE INSTITUTE
The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.