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Family Business
Tax News You Can UseUnderstanding the QSBS Tax Exclusion
Learn about updates to the rules surrounding QSBS.
For Family OfficesShould I Work In The Family Business... Or The Family Office?
How you can help the next generation succeed in their role.
Money MasterclassSecrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
Money MasterclassShould I Hire an Investment Bank to Sell My Business?
Learn the benefits of hiring an investment bank when selling your business.
Trends & Strategies10 Cybersecurity Practices to Protect Your Business
Follow these steps to build an effective program.
Money MasterclassCan a Private Equity Partner Help Grow Your Business?
Expert insights on building the right relationship with a PE partner.
Trends & StrategiesYear-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
Trends & StrategiesDivorce and Illiquid Assets: Strategies for Moving Forward
How to split private business interests in divorce.
Money MasterclassKeeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
For Advisors2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
Money MasterclassDoes Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
Money MasterclassMaking Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.
Money MasterclassRetiring Into Philanthropy: Strategies For Business Owners
Make the shift from corporate to individual philanthropy.
Trends & StrategiesUnderstanding the QSBS Tax Exemption
An under-utilized opportunity offers big tax savings.
Money MasterclassTransitioning from Business Owner to Wealth Owner
Will you be able to meet your post-sale cash flow needs?
Money MasterclassFamily Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
Money Masterclass8 Ways to Strengthen Your Board of Directors
Build an effective board for your private business.
Money Masterclass5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
Money MasterclassCommon Reasons Business Sale Transactions Fail
Avoid common pitfalls that derail the sale of a business.
Money MasterclassPreparing the Next Generation to Lead the Business
Prepare the next generation to lead your company.
Money MasterclassStaying Involved in Your Business After You Sell
Employee, board member, consultant, or shareholder?
Money MasterclassFamily Business: Hiring and Working with Family
Five strategies to preserve your family business for future generations.
Trends & StrategiesThe 2022 Business Owner Benchmark Report
Gain insight on the most pressing challenges and opportunities facing business owners.
Money MasterclassSpotlight: Maximizing the Sale of a Family Business
How Northern Trust helped a family maximize a business sale.
Trends & StrategiesUpdate: 2024 Supreme Court Decisions and Business Owners
Understand how recent rulings impact tax and regulations.
Money MasterclassHow 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.