Skip to content

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Share

Share this article on FacebookShare this article on TwitterShare this article on LinkedinShare this article via EmailPrint this article

The past year has challenged all of us — personally and professionally — in profound ways that will have a lasting impact on the way we work, learn and come together as a community to solve problems.

As advisors to high-net-worth clients, we are at a pivotal moment where we must adapt to a rapidly evolving landscape to better serve our clients.

At The Northern Trust Institute’s inaugural Wealth Planning Symposium in April 2021, we surveyed more than 170 estate planning attorneys, accountants, fiduciaries and other professional advisors to high-net-worth individuals and families.

In the resulting report, we share insights from these leaders in our industry, who are in the trenches advising clients. It is our hope that by sharing these insights on key themes transforming the wealth planning landscape, we can continue to work together to position our clients for success.

2021 WEALTH PLANNING SYMPOSIUM

Advisor Benchmarking Report

Learn advisor insights on trends in wealth planning.

For Advosors

Explore Ways to Partner with Us

Let's collaborate to deepen relationships with clients and create solutions to help them achieve their goals.

Disclosures

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Related Articles

Check
Navigate to undefined
Trends & Strategies

The 2022 Business Owner Benchmark Report

Gain insight on the most pressing challenges and opportunities facing business owners.

Check
Navigate to undefined
Trends & Strategies

SECURE Act 2.0

Understand how the new legislation may affect your retirement planning.

Check
Navigate to undefined
Trends & Strategies

Divorce in Today’s Economy

Rising inflation and interest rates make divorce an even more complicated and costly process for couples.

Check
Navigate to undefined
Trends & Strategies

Take Advantage of 2023 Tax Inflation Adjustments

Utilize your full lifetime gift and estate tax exemptions.

Explore Specialized Advice

Check
Navigate to undefined

Business Owner

Check
Navigate to undefined

Executive

Check
Navigate to undefined

Multigenerational Families

Check
Navigate to undefined

Unexpectedly Single