Family Governance
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Secrets of Successful Business-Owning Families
Successfully transfer wealth and values with these five secrets.
Money May Not Buy Happiness. But Purpose Can.
Find a common purpose today by developing a vision of future success.
Effective ESG: Are you making your intended impact?
Do ESG investments really deliver on what they promise?
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
Transfer Wealth Purposefully with a Statement of Intent
Set your family up for success by sharing your intentions.
Five Steps for Establishing Family Governance
Communicate with purpose and establish a shared vision.
Family Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
Legacy Planning: Supporting Family and Causes
Know your options for gifting to family and charitable causes.
Incorporating Family Well-Being In Your Plan
Prepare your family for challenges they could encounter.
Preparing the Next Generation to Lead the Business
Prepare the next generation to lead your company.
Staying Involved in Your Business After You Sell
Employee, board member, consultant, or shareholder?
Family Business: Hiring and Working with Family
Five strategies to preserve your family business for future generations.
Overcoming Obstacles to Financial Conversations
Prepare the next generation for financial responsibility.
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
Successful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
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.