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- Who We Serve
- What We Do
- About Us
- Insights & Research
Modern families
Money MasterclassWho Needs a Premarital Agreement?
Premarital agreements are powerful planning tools for reducing uncertainty, but are they right for every couple?
Money MasterclassEngaging the Rising Generation
Prepare future family leaders for success.
Money MasterclassCollege-Bound Planning: Key Financial and Health Care Decisions
Understand key financial and healthcare planning decisions for families of college-bound students.
Money MasterclassHow One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
Money MasterclassMoney & Meaning
Exploring our complex relationship with wealth.
Money MasterclassThe Entrepreneur's Trust
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
Money MasterclassWealth Planning for Couples Without Children
Planning considerations for modern families.
Money MasterclassSecrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
Money MasterclassTools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
Money MasterclassFive Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.
Trends & StrategiesCharitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.
Money MasterclassBuilding Relationships and Wealth Together
Psychological research on love and prosperity.
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 MasterclassHow Will You Fund Your "Next Big Thing"?
A framework to raise capital for new opportunities.
Trends & StrategiesEffective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
Money MasterclassNavigating Generational Divides
Establish a plan to manage wealth together.
Trends & StrategiesTrust Chasms: Breaking Down Barriers with Younger Beneficiaries
Build successful trustee-beneficiary partnerships.
Trends & StrategiesMaking Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
Trends & StrategiesThe New Longevity and End-of-Life Care
Prepare, communicate and revisit your advance directives.
Trends & StrategiesModern Families Need Modern Estate Plans
Work with your advisors to create a plan best suited to your family.
Trends & StrategiesTying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.
Case StudyHow One Family Instilled Purpose in Their Wealth Plan
Avoid family conflict with a new approach to wealth planning.
Family PhilanthropyFive Ways to Make Year-End Philanthropic Conversations Meaningful
A guide to discussing philanthropy with your family.
Case StudyHow a Vesting Event Revealed Flaws in an Executive's Estate Plan
Refining an estate plan to address concentrated equity risk.
Down Market OpportunitiesA Gift for Today and Tomorrow
Giving a hands-on lesson in investing.
Down Market OpportunitiesA Family Shares the Value of Education Among Generations
Jumpstarting education saving with a strategic gift.
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.