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The Northern Trust Institute

Insights for Multigenerational Families

Create cohesive visions for wealth management across generations with expert advice.

THE JOURNEY ACROSS GENERATIONS

Successful multigenerational wealth management is often elusive. Navigate generational divides and build a plan for future generations by understanding the challenges and establishing a process.

Step 01

Align

Strategies to enhance family unity, governance and financial acumen.

Step 11

Prepare

Advice to protect, preserve and grow your wealth for generations to come.

Step 21

Engage

Insights to create a lasting family legacy across generations.

Case Study: How One Family Instilled Purpose in Their Wealth Plan

Learn how we helped one family design a more purposeful wealth plan by creating a Statement of Wealth Transfer Intent, using a hybrid approach with trustee responsibilities, and adding flexibility for the future with Modern Trust Provisions.

Explore Specialized Advice

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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.