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The Northern Trust Institute

Insights for Business Owners

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


Learn what strategies have helped other business owners meet both company and personal goals at each stage of their journeys.

Step 01

Growing Your Business

Growing your business leaves little time for long-term planning, but aligning business objectives with personal goals is critical at this stage. Learn what strategies to consider.

Step 11

Transitioning Your Business

Whether you keep or sell your business, a well-executed transition strategy can help your business and family flourish for generations to come. Explore advice that has helped other business owners succeed during this phase.

Step 21

Life After Transition

Your hard-work, talent and discipline drove the success of your company. Explore opportunities to leverage these strengths as you transition to the next phase of your life.


The Road to Why

What is the “why” that drives today’s most successful business leaders? Director of Business Services Eric Czepyha speaks with entrepreneurs about their life’s work, legacy and the greater meaning of it all.

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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.


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.