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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.

Modern Trust Provisions

The Modern Trust Provisions collection includes more than 30 trust and will provisions that reflect our experience observing the changing needs of multigenerational families – all presented in an easy-to-use digital tool for updating your trust documents.

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

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Svetlana Bekman

Senior Attorney

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Tami Conetta

Director of Wealth Strategies for the East Region

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David Diamond

President, The Northern Trust Company of Delaware

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Jane Ditelberg

Director of Tax Planning

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Mary Downie

Assistant General Counsel

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Philip J. Hayes

Regional Wealth Advisor

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Ken Kilbreath

Senior Fiduciary Officer

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Paul Lee

Chief Tax Strategist

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Pam Lucina

President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive

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Laura Mandel, CPWA®

Chief Fiduciary Officer, The Northern Trust Company

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Ed Manigault

Regional Wealth Advisor

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Raymond Odom

Managing Wealth Planner

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Reetu Pepoff

Assistant General Counsel

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Stacy Singer

Practice Leader, Trust Services

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Susan Snyder

Trust Counsel and Deputy General Counsel

Share Specialized Advice With Clients

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Business Owner

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Executive

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Multigenerational Families

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Elevating Women

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.