- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Family Governance
For Family OfficesShould I Work In The Family Business... Or The Family Office?
How you can help the next generation succeed in their role.
Trends & StrategiesLand and Legacy: A Conversation with John Onderdonk
Insights from our National Practice Leader of Agricultural Properties
For Family OfficesSuccession Stories
Lessons learned from former family office CEOs.
Money MasterclassEngaging the Rising Generation
Prepare future family leaders for success.
Money MasterclassHow One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
Money MasterclassSecrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
Money MasterclassMoney May Not Buy Happiness. But Purpose Can.
Find a common purpose today by developing a vision of future success.
Trends & StrategiesCan a Private Equity Partner Help Grow Your Business
Assess if a private equity partner is right for your business.
Trends & StrategiesWealth Planning for Couples Without Children
Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.
Money MasterclassKeeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
Money MasterclassThe Well-Prepared Family
Gain a complete view of your wealth, goals and intentions.
Trends & StrategiesEffective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
Money MasterclassTransfer Wealth Purposefully with a Statement of Intent
Set your family up for success by sharing your intentions.
Money MasterclassA Stress Test For Your Estate Plan
Are there surprises lurking in your plan?
Money MasterclassFive Steps for Establishing Family Governance
Communicate with purpose and establish a shared vision.
Money MasterclassFamily Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
Money MasterclassNavigating Generational Divides
Establish a plan to manage wealth together.
Money Masterclass5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
Money MasterclassLegacy Planning: Supporting Family and Causes
Know your options for gifting to family and charitable causes.
Money MasterclassIncorporating Family Well-Being In Your Plan
Prepare your family for challenges they could encounter.
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.
Money MasterclassOvercoming Obstacles to Financial Conversations
Prepare the next generation for financial responsibility.
Trends & StrategiesMaking Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
Case StudyHow One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
Family Office InsightsSuccession Planning & Preparing the Rising Generation
How families successfully make decisions together.
Money MasterclassPlanning with Purpose
Partnering on a new approach to wealth planning.
Family Office InsightsBuilding Consensus: Addressing Behavioral Biases
Recognizing behavioral investment biases helps build consensus among investment committees.
Money MasterclassSuccessful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
Family Office InsightsFamily Office Insights from the Asia-Pacific Region
Key opportunities and issues impacting family offices.
Money MasterclassPassing Down More than Money
Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.
Family Office InsightsNavigating International Family Office Trends
Leverage global opportunities to meet your client’s complex needs.
Money MasterclassKids and Money
How parents can prepare their children to manage wealth.
Family Office InsightsImproving Family Office Efficiency With Technology
Enhance productivity, securely, with the help of technology.
Family Office InsightsStrategies to Support Growing Families
Adapt to meet the evolving needs of a growing family.
Family Office InsightsDo You Need a Co-Trustee?
Evaluate the benefits of having a co-trustee.
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.