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Family Business
 Tax News You Can Use Tax News You Can Use- Understanding the QSBS Tax Exclusion- Learn about updates to the rules surrounding QSBS. 
 For Family Offices For Family Offices- Should I Work In The Family Business... Or The Family Office?- How you can help the next generation succeed in their role. 
 Money Masterclass Money Masterclass- Secrets of Enterprising Families- Five secrets of successful intergenerational wealth transfer. 
 Money Masterclass Money Masterclass- Should I Hire an Investment Bank to Sell My Business?- Learn the benefits of hiring an investment bank when selling your business. 
 Trends & Strategies Trends & Strategies- 10 Cybersecurity Practices to Protect Your Business- Follow these steps to build an effective program. 
 Money Masterclass Money Masterclass- Can a Private Equity Partner Help Grow Your Business?- Expert insights on building the right relationship with a PE partner. 
 Trends & Strategies Trends & Strategies- Year-End Planning: Challenging Assumptions- Experts share strategies to prepare for the new year. 
 Trends & Strategies Trends & Strategies- Divorce and Illiquid Assets: Strategies for Moving Forward- How to split private business interests in divorce. 
 Money Masterclass Money Masterclass- Keeping the Family Business in the Family- Five strategies to preserve your family business for future generations. 
 For Advisors For Advisors- 2021 Wealth Planning Symposium: Advisor Benchmarking Report- Professional advisors share insights on key themes transforming the wealth planning landscape. 
 Money Masterclass Money Masterclass- Does Placing Your Business in Trust Mean Giving Up Control?- Strategies for striking a balance between trustee duty and family control. 
 Money Masterclass Money Masterclass- Making Philanthropy Part of Your Leadership Succession Plan- How to make philanthropy part of succession planning. 
 Money Masterclass Money Masterclass- Retiring Into Philanthropy: Strategies For Business Owners- Make the shift from corporate to individual philanthropy. 
 Trends & Strategies Trends & Strategies- Understanding the QSBS Tax Exemption- An under-utilized opportunity offers big tax savings. 
 Money Masterclass Money Masterclass- Transitioning from Business Owner to Wealth Owner- Will you be able to meet your post-sale cash flow needs? 
 Money Masterclass Money Masterclass- Family Business: The Keep or Sell Decision- Decide whether to keep or sell your family business. 
 Money Masterclass Money Masterclass- 8 Ways to Strengthen Your Board of Directors- Build an effective board for your private business. 
 Money Masterclass Money Masterclass- 5 Components of a Successful Succession Plan- Help your business thrive through a succession plan. 
 Money Masterclass Money Masterclass- Common Reasons Business Sale Transactions Fail- Avoid common pitfalls that derail the sale of a business. 
 Money Masterclass Money Masterclass- Preparing the Next Generation to Lead the Business- Prepare the next generation to lead your company. 
 Money Masterclass Money Masterclass- Staying Involved in Your Business After You Sell- Employee, board member, consultant, or shareholder? 
 Money Masterclass Money Masterclass- Family Business: Hiring and Working with Family- Five strategies to preserve your family business for future generations. 
 Trends & Strategies Trends & Strategies- The 2022 Business Owner Benchmark Report- Gain insight on the most pressing challenges and opportunities facing business owners. 
 Money Masterclass Money Masterclass- Spotlight: Maximizing the Sale of a Family Business- How Northern Trust helped a family maximize a business sale. 
 Trends & Strategies Trends & Strategies- Update: 2024 Supreme Court Decisions and Business Owners- Understand how recent rulings impact tax and regulations. 
 Money Masterclass Money Masterclass- How One Couple Successfully Sold Their Family Business- Coordinated advice helps guide a successful and confident transition 
PARTNER WITH US
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.
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.