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.
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Insights for Your Practice
Stay informed on the latest estate planning strategies with insights from our top fiduciary experts.
Insights for Your Clients
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Our ACTEC Fellows
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Pam Lucina
President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive
Paul Lee
Chief Tax Strategist
Svetlana Bekman
Senior Attorney
David Diamond
President, The Northern Trust Company of Delaware
Jane Ditelberg
Assistant General Counsel
Mary Downie
Assistant General Counsel
Daniel Lindley
Director of Fiduciary Consulting
Laura Mandel
Chief Fiduciary Officer, The Northern Trust Company
Ed Manigault
Regional Wealth Advisor
Raymond Odom
Managing Wealth Planner
Stacy Singer
Practice Leader, Trust Services
Susan Snyder
Trust Counsel and Deputy General Counsel
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.