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Estate Planning

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Money Masterclass

Secrets of Successful Business-Owning Families

Successfully transfer wealth and values with these five secrets.

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Trends & Strategies

Opportunity Amid Uncertainty

Wealth planning strategies for stressed markets and rising rates.

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The Art of Collecting

What Are NFTs? Understand Estate Planning Challenges

Understand this trend and how to incorporate it in your wealth plan.

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Trends & Strategies

Preparing for Change: Year-End Planning

Experts share strategies to prepare for the new year.

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For Advisors

Managing Stock Concentrations at Every Life Stage

Managing executive stock concentration is a top challenge for advisors.

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Money Masterclass

Keeping the Family Business in the Family

Five strategies to preserve your family business for future generations.

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Trends & Strategies

Preparing for IPO-Generated Wealth:Your Questions Answered

Learn how your company’s IPO may affect your financial plan.

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Money Masterclass

The Well-Prepared Family

Gain a complete view of your wealth, goals and intentions.

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Trends & Strategies

Are You Making the Most of Low Interest Rates?

Revisit several aspects of your wealth plan that are sensitive to interest rates.

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For Advisors

Nevada Trusts: Safeguarding Personal Wealth

Explore legal and tax benefits afforded by state law.

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For Advisors

Delaware Trusts: Safeguarding Personal Wealth

Explore legal and tax benefits for nonresidents.

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For Advisors

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Professional advisors share insights on key themes transforming the wealth planning landscape.

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Trends & Strategies

Interstate Relocation Checklist

Follow these steps to navigate the financial aspects of your move.

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For Advisors

Today's Top Tax and Estate Planning Techniques

Practical advice to give clients the confidence to take action amid an uncertain future.

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Trends & Strategies

Navigating Possible Tax Policy Changes

Plan for uncertainty by incorporating flexibility to accommodate changing policy.

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Money Masterclass

Does Placing Your Business in Trust Mean Giving Up Control?

Strategies for striking a balance between trustee duty and family control.

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Trends & Strategies

Trusts and Sustainable Investing: Building the Bridge

Align sustainable preferences with fiduciary duties.

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Money Masterclass

Planning with Purpose: Philanthropic Intent

Build an enduring legacy with intentional philanthropic planning.

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Money Masterclass

Making Philanthropy Part of Your Leadership Succession Plan

How to make philanthropy part of succession planning.

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Trends & Strategies

Executive Year-End Tax Planning: Your Questions Answered

Answers to top questions on 2020 year-end executive tax planning.

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Trends & Strategies

The Wealth Planning Trifecta: Your Questions Answered

Revisit your wealth plan to prepare for an uncertain future.

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Money Masterclass

The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones

In blended marriages, the threat of accidental disinheritance is real.

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Money Masterclass

Navigating Trustee Selection

Your wealth transfer plan’s success depends on the trustee.

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For Advisors

Serving Clients In An Evolving Fiduciary Landscape

COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

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Money Masterclass

Transfer Wealth Purposefully with a Statement of Intent

Set your family up for success by sharing your intentions.

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Money Masterclass

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

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Money Masterclass

Family Business: The Keep or Sell Decision

Decide whether to keep or sell your family business.

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Money Masterclass

Navigating Generational Divides

Establish a plan to manage wealth together.

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Money Masterclass

5 Components of a Successful Succession Plan

Help your business thrive through a succession plan.

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Money Masterclass

Legacy Planning: Supporting Family and Causes

Know your options for gifting to family and charitable causes.

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Money Masterclass

Incorporating Family Well-Being In Your Plan

Prepare your family for challenges they could encounter.

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Money Masterclass

Common Reasons Business Sale Transactions Fail

Avoid common pitfalls that derail the sale of a business.

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Money Masterclass

How to Select the Right Estate Executor

Learn how to select the executor of your estate.

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Trends & Strategies

Making Decisions as a Family

Expand your dialogue to make better decisions and communicate purpose.

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Trends & Strategies

The New Longevity and End-of-Life Care

Prepare, communicate and revisit your advance directives.

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Trends & Strategies

Modern Families Need Modern Estate Plans

Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.

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Money Masterclass

10 Questions for Finding the Right Estate Planner

Look for relevant experience and a good rapport.

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Money Masterclass

Estate Planning Strategies to Help Avoid Disaster

Keep the family peace and help ensure your wishes are carried out.

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Trends & Strategies

Tying the Financial Knot: Unmarried Couples Need a Plan Too

Know your options as an unmarried couple.

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Money Masterclass

4 Steps to Help You Take Charge of Your Financial Life

Discover key steps for your next financial chapter.

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Money Masterclass

Modern Trust Provisions

Evolve your clients’ trusts and wills with these 26 provisions.

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Trends & Strategies

Tax Policy Resource Center

Research-based insights at the intersection of changing tax policy and managing complex wealth.

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Trends & Strategies

Changing Tax Policy: Insights for Business Owners

Navigate your business through an uncertain tax policy future.

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Money Masterclass

Discovering New Possibilities

Learn how one woman moved past worry and is confidently guiding her financial future.

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Money Masterclass

Planning with Purpose

Partnering on a new approach to wealth planning.

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Money Masterclass

Selecting a Financial Advisor

What qualities should wealthy individuals look for in a financial advisor?

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Trends & Strategies

Changing Tax Policy: Plan, Don’t Predict

Learn our outlook for the most likely tax changes and how to prepare your plan for change.

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Trends & Strategies

The 2021 Business Owner Benchmark: Fortifying for the Future

Learn what policies and decision-making processes other business owners have put in place.

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Money Masterclass

Successful Wealth Transfer Starts with Conversations

Insights on Successful Wealth Transfer.

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Money Masterclass

Funding your Lifestyle and Ambitions

Our goals-based approach helps you make critical financial decisions and do more with your wealth.

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Money Masterclass

Passing Down More than Money

Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

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Case Study

How One Family Instilled Purpose in Their Wealth Plan

Avoid family conflict with a new approach to wealth planning.

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.