Modern families
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A Family Shares the Value of Education Among Generations
Jumpstarting education saving with a strategic gift.
Tools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
Five Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.
Charitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.
Secrets of Successful Business-Owning Families
Successfully transfer wealth and values with these five secrets.
Building Relationships and Wealth Together
Psychological research on love and prosperity.
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?
How Will You Fund Your "Next Big Thing"?
A framework to raise capital for new opportunities.
Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
Reduce the likelihood of conflict and misunderstandings in trust administration.
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
The New Longevity and End-of-Life Care
Prepare, communicate and revisit your advance directives.
Modern Families Need Modern Estate Plans
Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.
How One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
How a Vesting Event Revealed Flaws in an Executive's Estate Plan
Refining an estate plan to address concentrated equity risk.
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.