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Financial Education

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Money Masterclass

Money and the Mind

Stan Treger is using psychology to help others understand “the why” behind their money story.

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Money Masterclass

College-Bound Planning: Key Financial and Health Care Decisions

Understand key financial and healthcare planning decisions for families of college-bound students.

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Money Masterclass

Money & Meaning

Exploring our complex relationship with wealth.

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Money Masterclass

Building Relationships and Wealth Together

Psychological research on love and prosperity.

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Trends & Strategies

Effective ESG: Align Your Portfolio With Your Values

Align your investments and values to achieve your financial goals

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Trends & Strategies

Can a Private Equity Partner Help Grow Your Business

U.S. private equity deal activity reached new heights in 2021. Private business investments exceeded $1.2 trillion for the year, a steep increase from 2020 and a more than 50% increase from the previous annual record.

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Trends & Strategies

Wealth Planning for Couples without Children

Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.

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Trends & Strategies

Engaging the Next Generation in Philanthropy

A path to help you create a legacy of charitable giving.

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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

Overcoming Obstacles to Financial Conversations

Prepare the next generation for financial responsibility.

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Trends & Strategies

Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

Reduce the likelihood of conflict and misunderstandings in trust administration.

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Money Masterclass

Kids and Money

How parents can prepare their children to manage wealth.

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.