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Planning for a New Tax Landscape

What tax savings opportunities does the One Big Beautiful Bill Act create for 2026?

Featured Insights

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    Navigate to The Weekly Five
    Markets

    The Weekly Five

    Stay informed on recent market developments and their impact on your portfolio.

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    Navigate to The IPO Playbook
    Investing

    The IPO Playbook

    Wealth planning for founders, executives and employees

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    Navigate to Do You Need a Family Office?
    Money Masterclass

    Do You Need a Family Office?

    Managing complex wealth requires coordinated expertise.

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    Navigate to Secrets of Enterprising Families
    Money Masterclass

    Secrets of Enterprising Families

    Five secrets of successful intergenerational wealth transfer.

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    Navigate to Am I Too Old for Alts?
    Trends & Strategies

    Am I Too Old for Alts?

    Longer time horizons, illiquidity and estate planning complexity lead some would-be investors to wonder if investing in alts is right for them.

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.

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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

Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.

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PROFESSIONAL ADVISORS

Explore insights for your practice and your clients.

Insights for Professional Advisors

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    Navigate to Modern Trust Provisions
    Money Masterclass

    Modern Trust Provisions

    Evolve your clients’ trusts and wills with more than 30 provisions.

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    Navigate to Divorce and Illiquid Assets: Strategies for Moving Forward
    Trends & Strategies

    Divorce and Illiquid Assets: Strategies for Moving Forward

    How to split private business interests in divorce.

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    Navigate to Advantages of Delaware Trusts
    For Advisors

    Advantages of Delaware Trusts

    Learn how the unique advantages of Delaware Trusts can benefit residents and non-residents alike.

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.