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Modern families

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Money Masterclass

Engaging the Rising Generation

Prepare future family leaders for success.

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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

The Entrepreneur's Trust

Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

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Money Masterclass

Wealth Planning for Couples Without Children

Planning considerations for modern families.

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Money Masterclass

Secrets of Enterprising Families

Five secrets of successful intergenerational wealth transfer.

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Money Masterclass

Tools to Transfer Values with Wealth

Maintain family harmony with these wealth transfer tools.

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Money Masterclass

Five Ways to Make Year-End Philanthropic Conversations Meaningful

A guide to discussing philanthropy with your family.

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Trends & Strategies

Charitable Giving in a Down Market

Using time, talent, treasure and ties to make an impact.

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Money Masterclass

Building Relationships and Wealth Together

Psychological research on love and prosperity.

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Money Masterclass

Money May Not Buy Happiness. But Purpose Can.

Find a common purpose today by developing a vision of future success.

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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

Effective ESG: Align Your Portfolio With Your Values

Align your investments and values to achieve your financial goals

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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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Money Masterclass

How Will You Fund Your "Next Big Thing"?

A framework to raise capital for new opportunities.

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Money Masterclass

Navigating Generational Divides

Establish a plan to manage wealth together.

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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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Trends & Strategies

Making Decisions as a Family

Expand your dialogue to make better decisions and communicate purpose.

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Trends & Strategies

The New Longevity and End-of-Life Care

Prepare, communicate and revisit your advance directives.

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Trends & Strategies

Modern Families Need Modern Estate Plans

Estate planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.

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Trends & Strategies

Tying the Financial Knot: Unmarried Couples Need a Plan Too

Know your options as an unmarried couple.

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Family Philanthropy

Five Ways to Make Year-End Philanthropic Conversations Meaningful

A guide to discussing philanthropy with your family.

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Case Study

How a Vesting Event Revealed Flaws in an Executive's Estate Plan

Refining an estate plan to address concentrated equity risk.

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Down Market Opportunities

A Gift for Today and Tomorrow

Giving a hands-on lesson in investing.

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Down Market Opportunities

A Family Shares the Value of Education Among Generations

Jumpstarting education saving with a strategic gift.

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Case Study

How One Family Instilled Purpose in Their Wealth Plan

Avoid family conflict with a new approach to wealth planning.

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.