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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.

STRATEGIES FOR EACH STAGE

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.

2022 Wealth Planning Outlook

Explore five key themes – and corresponding advice – that could impact your wealth plan this year.

Explore Specialized Advice

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Executive

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Multigenerational Families

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Unexpectedly Single

OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

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.