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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.

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    Navigate to Managing Stock Concentrations at Every Life Stage
    For Advisors

    Managing Stock Concentrations at Every Life Stage

    Managing executive stock concentration is a top challenge for advisors.

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    Navigate to Realize the Benefits of a Nevada Trust
    For Advisors

    Realize the Benefits of a Nevada Trust

    Explore legal and tax benefits afforded by state law.

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    Navigate to Delaware Specialized Trust Provisions
    For Advisors

    Delaware Specialized Trust Provisions

    Evolve your clients' documents with our digital collection of specialized trust 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.

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.

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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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    Navigate to Svetlana Bekman

    Svetlana Bekman

    Senior Attorney

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    Navigate to Steven Bonneau

    Steven Bonneau

    Senior Tax Counsel

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    Navigate to Tami Conetta

    Tami Conetta

    Senior Managing Director

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    Navigate to David Diamond

    David Diamond

    President, The Northern Trust Company of Delaware

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    Navigate to Jane Ditelberg

    Jane Ditelberg

    Director of Tax Planning

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    Navigate to Mark Doyle

    Mark Doyle

    Senior Wealth Advisor

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    Navigate to Philip J. Hayes

    Philip J. Hayes

    Regional Wealth Advisor

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    Navigate to Ken Kilbreath

    Ken Kilbreath

    Senior Fiduciary Officer

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    Navigate to Paul Lee

    Paul Lee

    Chief Tax Strategist

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    Navigate to Pam Lucina

    Pam Lucina

    Head of Family Office Solutions, Global Family Office

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    Navigate to Laura Mandel

    Laura Mandel

    Chief Fiduciary Officer

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    Navigate to Ed Manigault

    Ed Manigault

    Regional Wealth Advisor

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    Navigate to Reetu Pepoff

    Reetu Pepoff

    Assistant General Counsel

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    Navigate to Stacy Singer

    Stacy Singer

    National Practice Leader, Trust and Wealth Advisory Services

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    Navigate to Susan D. Snyder

    Susan D. Snyder

    Regional Wealth Advisor and ACTEC President

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    Navigate to Amy Szostak

    Amy Szostak

    Director of Family Governance and Education

    Share Specialized Advice With Clients

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      Business Owner

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      Executive

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      Navigate to Multigenerational Families

      Multigenerational Families

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      Navigate to Elevating Women

      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.