- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Coordinated Advice to Help Clients Achieve Their Goals
When advisors collaborate, client strategies are better aligned and plans are executed more smoothly. Let’s work together to help clients realize the full potential of their wealth.
Insights for Your Practice
Stay informed on the latest estate planning strategies with insights from our top fiduciary experts.
Tax News You Can Use
Advise your clients on the latest tax developments with expert analysis from The Northern Trust Institute. Together, we can optimize your clients’ wealth plans for changing tax policy.
Insights for Your Clients
Help clients navigate their most complex wealth decisions with tools informed by a century of experience advising families like them.
Subscribe to Receive Our Insights
Subscribe to receive our On Purpose publication covering the latest wealth trends and strategies. Articles cover a full range of topics ranging from managing liquidity to protecting against cyber fraud to preparing children to manage wealth.
Newsroom
Explore insights from our experts as featured in media and industry publications.
Our ACTEC Fellows
Svetlana Bekman
Senior Attorney
Tami Conetta
Director of Wealth Strategies for the East Region
David Diamond
President, The Northern Trust Company of Delaware
Jane Ditelberg
Director of Tax Planning
Mary Downie
Assistant General Counsel
Philip J. Hayes
Regional Wealth Advisor
Ken Kilbreath
Senior Fiduciary Officer
Paul Lee
Chief Tax Strategist
Pam Lucina
President, The Northern Trust Institute
Laura Mandel
Chief Fiduciary Officer
Ed Manigault
Regional Wealth Advisor
Raymond Odom
Managing Wealth Planner
Reetu Pepoff
Assistant General Counsel
Stacy Singer
National Practice Leader, Trust and Wealth Advisory Services
Susan D. Snyder
Senior Planner and ACTEC President
LEARN HOW WE CAN WORK TOGETHER
We take a holistic approach that complements your expertise and provides insight across all aspects of clients’ financial plans, including tax and wealth transfer, banking, investments, philanthropy, wealth planning, family education and fiduciary services.
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.