Money and the Mind
Stan Treger is using psychology to help others understand “the why” behind their money story.
College-Bound Planning: Key Financial and Health Care Decisions
Understand key financial and healthcare planning decisions for families of college-bound students.
Disability Insurance: Is Your Coverage Enough?
Company plans can leave high-earners with a coverage gap.
Strategies for 2023 Year-End Charitable Giving
Make the most of your charitable donations.
Charitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.
Building Relationships and Wealth Together
Psychological research on love and prosperity.
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
Interstate Relocation Checklist
Follow these steps to navigate the financial aspects of your move.
Taking Flight: Evaluating Your Private Travel Options
Understand when private jet travel makes sense for you.
Spending in Retirement: Planning for Withdrawals
Learn how to balance optimal asset allocation with your withdrawal needs.
Research Findings: How Executives Make Wealth Decisions
Research reveals executives’ financial decision making process.
Executive Women Survey: Insights on Finance and Home Life
Women executives share their thoughts on investing and home life.
Transitioning from Business Owner to Wealth Owner
Will you be able to meet your post-sale cash flow needs?
The Power of Early: The Annual Gift Tax Exclusion
Maximize the benefits of the annual gift tax exclusion.
Maximizing Executive Compensation
Navigate the intricacies of your executive compensation.
Cash Flow: Planning to Fund Major Purchases
Cash-flow management strategies for the C-suite.
Personal Risk Management: Protecting What Matters Most
Protect your financial security and well-being.
Incorporating Family Well-Being In Your Plan
Prepare your family for challenges they could encounter.
Building Your Wealth Management Team
Assemble a team of advisors for the executive journey.
Understanding Your Executive Employment Agreement
Learn common characteristics of compensation, restrictions and provisions.
How to Relocate Successfully
Consider all aspects of relocation, from health care to tax.
Mitigating Concentration Risk Through Diversification
Understand the risks of single stock concentration.
4 Steps to Help You Take Charge of Your Financial Life
Discover key steps for your next financial chapter.
Discovering New Possibilities
Learn how one woman moved past worry and is confidently guiding her financial future.
Selecting a Financial Advisor
What qualities should wealthy individuals look for in a financial advisor?
Solving for Illiquidity in Divorce
Illiquid assets present a significant challenge in high-net-worth divorces.
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.