Wealth transfer
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The Entrepreneur's Trust
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
Wealth Planning for Couples Without Children
Planning considerations for modern families.
Working Together on Passive Income and Estate Planning Goals
The sale of an interest in commercial real-estate among relatives unlocks value.
Tools to Transfer Values with Wealth
Maintain family harmony with these wealth transfer tools.
Take Advantage of 2023 Tax Inflation Adjustments
Utilize your full lifetime gift and estate tax exemptions.
Secrets of Successful Business-Owning Families
Successfully transfer wealth and values with these five secrets.
Take Your Dream to Sea: Financing a Yacht Purchase
Successful projects marry expert planning with passion.
Opportunity Amid Uncertainty
Wealth planning strategies for stressed markets and rising rates.
Valuing, Appraising and Transferring Your Art Collection
Understand the financial implications of transferring your collection to family or charity.
Year-End Planning: Harnessing Resilience
Experts share strategies to prepare for the new year.
Managing Stock Concentrations at Every Life Stage
Managing executive stock concentration is a top challenge for advisors.
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
Delaware Trusts: Safeguarding Personal Wealth
Explore legal and tax benefits for nonresidents.
Nevada Trusts: Safeguarding Personal Wealth
Explore legal and tax benefits afforded by state law.
2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
Interstate Relocation Checklist
Follow these steps to navigate the financial aspects of your move.
Today's Top Tax and Estate Planning Techniques
Practical advice to give clients the confidence to take action amid an uncertain future.
Navigating Possible Tax Policy Changes
Plan for uncertainty by incorporating flexibility to accommodate changing policy.
Does Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
Planning with Purpose: Philanthropic Intent
Build an enduring legacy with intentional philanthropic planning.
Making Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.
The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones
In blended marriages, the threat of accidental disinheritance is real.
Navigating Trustee Selection
Your wealth transfer plan’s success depends on the trustee.
Serving Clients In An Evolving Fiduciary Landscape
COVID-19 has made a lasting impact on almost everything, and trust management is no exception.
Transfer Wealth Purposefully with a Statement of Intent
Set your family up for success by sharing your intentions.
Family Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
The Power of Early: The Annual Gift Tax Exclusion
Maximize the benefits of the annual gift tax exclusion.
Legacy Planning: Supporting Family and Causes
Know your options for gifting to family and charitable causes.
Incorporating Family Well-Being In Your Plan
Prepare your family for challenges they could encounter.
Common Reasons Business Sale Transactions Fail
Avoid common pitfalls that derail the sale of a business.
How to Select the Right Estate Executor
Learn how to select the executor of your estate.
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.
Modern Families Need Modern Estate Plans
Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.
10 Questions for Finding the Right Estate Planner
Look for relevant experience and a good rapport.
Estate Planning Strategies to Help Avoid Disaster
Keep the family peace and help ensure your wishes are carried out.
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.
Discovering New Possibilities
Learn how one woman moved past worry and is confidently guiding her financial future.
Successful Wealth Transfer Starts with Conversations
Insights on Successful Wealth Transfer.
Passing Down More than Money
Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.
Tax Policy Resource Center
Research-based insights at the intersection of changing tax policy and managing complex wealth.
Changing Tax Policy: Plan, Don’t Predict
Learn our outlook for the most likely tax changes and how to prepare your plan for change.
Modern Trust Provisions
Evolve your clients’ trusts and wills with these 26 provisions.
Funding your Lifestyle and Ambitions
Our goals-based approach helps you make critical financial decisions and do more with your wealth.
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.