Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login
Articles related to

Trusts

  • Check
    Navigate to Modern Trust Provisions
    Money Masterclass

    Modern Trust Provisions

    Evolve your clients’ trusts and wills with more than 30 provisions.

  • Check
    Navigate to How One Family Instilled Purpose in Their Wealth Plan
    Money Masterclass

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

  • Check
    Navigate to The Entrepreneur's Trust
    Money Masterclass

    The Entrepreneur's Trust

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

  • Check
    Navigate to Wealth Planning for Couples Without Children
    Money Masterclass

    Wealth Planning for Couples Without Children

    Planning considerations for modern families.

  • Check
    Navigate to Trusts and Sustainable Investing: Building the Bridge
    Trends & Strategies

    Trusts and Sustainable Investing: Building the Bridge

    Incorporate ESG strategies into trusts with family values statements.

  • Check
    Navigate to Tools to Transfer Values with Wealth
    Money Masterclass

    Tools to Transfer Values with Wealth

    Maintain family harmony with these wealth transfer tools.

  • Check
    Navigate to Spotlight on ESG Ratings and Rankings
    Trends & Strategies

    Spotlight on ESG Ratings and Rankings

    ESG tools can help you meet your investment and sustainability goals.

  • Check
    Navigate to Take Your Dream to Sea: Financing a Yacht Purchase
    Money Masterclass

    Take Your Dream to Sea: Financing a Yacht Purchase

    Successful projects marry expert planning with passion.

  • Check
    Navigate to ESG Integration and Exclusion Explained
    Trends & Strategies

    ESG Integration and Exclusion Explained

    Two prominent ESG strategies can help investors align portfolios and values.

  • Check
    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

  • Check
    Navigate to Divorce and Illiquid Assets: Strategies for Moving Forward
    Trends & Strategies

    Divorce and Illiquid Assets: Strategies for Moving Forward

    How to split private business interests in divorce.

  • Check
    Navigate to Realize the Benefits of a Nevada Trust
    For Advisors

    Realize the Benefits of a Nevada Trust

    Explore legal and tax benefits afforded by state law.

  • Check
    Navigate to Does Placing Your Business in Trust Mean Giving Up Control?
    Money Masterclass

    Does Placing Your Business in Trust Mean Giving Up Control?

    Strategies for striking a balance between trustee duty and family control.

  • Check
    Navigate to Navigating Trustee Selection
    Money Masterclass

    Navigating Trustee Selection

    Your wealth transfer plan’s success depends on the trustee.

  • Check
    Navigate to Serving Clients In An Evolving Fiduciary Landscape
    For Advisors

    Serving Clients In An Evolving Fiduciary Landscape

    COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

  • Check
    Navigate to A Stress Test For Your Estate Plan
    Money Masterclass

    A Stress Test For Your Estate Plan

    Are there surprises lurking in your plan?

  • Check
    Navigate to Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
    Trends & Strategies

    Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

    Build successful trustee-beneficiary partnerships.

  • Check
    Navigate to How One Family Instilled Purpose in Their Wealth Plan
    Case Study

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

  • Check
    Navigate to Planning with Purpose
    Money Masterclass

    Planning with Purpose

    Partnering on a new approach to wealth planning.

  • Check
    Navigate to Successful Wealth Transfer Starts with Conversations
    Money Masterclass

    Successful Wealth Transfer Starts with Conversations

    Insights on Successful Wealth Transfer.

  • Check
    Navigate to Modern Trust Provisions
    Money Masterclass

    Modern Trust Provisions

    Evolve your clients’ trusts and wills with these 26 provisions.

  • Check
    Navigate to How a Vesting Event Revealed Flaws in an Executive's Estate Plan
    Case Study

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

    Refining an estate plan to address concentrated equity risk.

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.

Learn More