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Money Masterclass

Make informed decisions by building your knowledge on financial concepts and principles.

Featured Insights

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Money Masterclass

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

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Money Masterclass

The Well-Prepared Family

Gain a complete view of your wealth, goals and intentions.

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Money Masterclass

Tools to Transfer Values with Wealth

Maintain family harmony with these wealth transfer tools.

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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.

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Money Masterclass

Wealth Planning for Couples Without Children

Planning considerations for modern families.

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Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.

Explore All Money Masterclass Insights

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Money Masterclass

Engaging the Rising Generation

Prepare future family leaders for success.

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Money Masterclass

Optimizing the Family Office Tech Stack

New integrated technologies can centralize data and streamline family office workflows.

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Money Masterclass

Strategies for Attracting and Retaining Talent in Family Offices

Attract and retain top talent to set your family office up for success.

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Money Masterclass

Mitigating Cyber Risks in Family Offices

Adopt strong cybersecurity systems.

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Money Masterclass

Money and the Mind

Stan Treger is using psychology to help others understand “the why” behind their money story.

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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

Modern Trust Provisions

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

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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

Working Together on Passive Income and Estate Planning Goals

The sale of an interest in commercial real-estate among relatives unlocks value.

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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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Money Masterclass

Should I Hire an Investment Bank to Sell My Business?

Learn the benefits of hiring an investment bank when selling your business.

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Money Masterclass

Building Relationships and Wealth Together

Psychological research on love and prosperity.

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Money Masterclass

Funding Education: Know Your Options

Explore your options for funding education.

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Money Masterclass

Take Your Dream to Sea: Financing a Yacht Purchase

Successful projects marry expert planning with passion.

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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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Money Masterclass

Can a Private Equity Partner Help Grow Your Business?

Expert insights on building the right relationship with a PE partner.

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The Art of Collecting

Valuing, Appraising and Transferring Your Art Collection

Understand the financial implications of transferring your collection to family or charity.

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How Will You Fund Your "Next Big Thing"?

A framework to raise capital for new opportunities.

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Money Masterclass

Executive Spotlight: Have You Planned for the Possibility of Disability?

Minimize the impact of potential disability for your family and wealth.

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Markets

How to Invest with Less Bias

Keep common investment biases from impacting results.

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Money Masterclass

Keeping the Family Business in the Family

Five strategies to preserve your family business for future generations.

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Money Masterclass

Divorce & Real Estate: Avoiding a Tax Surprise

Align assets and goals with expert analysis.

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Money Masterclass

Does Placing Your Business in Trust Mean Giving Up Control?

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

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Money Masterclass

Planning with Purpose: Philanthropic Intent

Build an enduring legacy with intentional philanthropic planning.

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Money Masterclass

Taking Flight: Evaluating Your Private Travel Options

Understand when private jet travel makes sense for you.

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Money Masterclass

Making Philanthropy Part of Your Leadership Succession Plan

How to make philanthropy part of succession planning.

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Money Masterclass

Retiring Into Philanthropy: Strategies For Business Owners

Make the shift from corporate to individual philanthropy.

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Money Masterclass

Spending in Retirement: Planning for Withdrawals

Learn how to balance optimal asset allocation with your withdrawal needs.

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Money Masterclass

The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones

In blended marriages, the threat of accidental disinheritance is real.

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Money Masterclass

Navigating Trustee Selection

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

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Money Masterclass

Research Findings: How Executives Make Wealth Decisions

Research reveals executives’ financial decision making process.

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Money Masterclass

Transfer Wealth Purposefully with a Statement of Intent

Set your family up for success by sharing your intentions.

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Money Masterclass

Transitioning from Business Owner to Wealth Owner

Will you be able to meet your post-sale cash flow needs?

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Money Masterclass

Family Business: The Keep or Sell Decision

Decide whether to keep or sell your family business.

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Money Masterclass

Navigating Generational Divides

Establish a plan to manage wealth together.

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Money Masterclass

Rethink Giving: Newer Ways to Make an Impact

Explore new charitable giving opportunities.

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Money Masterclass

8 Ways to Strengthen Your Board of Directors

Build an effective board for your private business.

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Money Masterclass

5 Components of a Successful Succession Plan

Help your business thrive through a succession plan.

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Money Masterclass

Financial Mistakes Women Make During the Divorce Process

Take steps to avoid common high net worth pitfalls.

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Money Masterclass

Maximizing Executive Compensation

Navigate the intricacies of your executive compensation.

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Money Masterclass

Cash Flow: Planning to Fund Major Purchases

Cash-flow management strategies for the C-suite.

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Money Masterclass

Executive Tax Reference Guide

Optimize tax treatment for executive compensation.

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Money Masterclass

Personal Risk Management: Protecting What Matters Most

Protect your financial security and well-being.

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Money Masterclass

Legacy Planning: Supporting Family and Causes

Know your options for gifting to family and charitable causes.

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Money Masterclass

Incorporating Family Well-Being In Your Plan

Prepare your family for challenges they could encounter.

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Money Masterclass

Building Your Wealth Management Team

Assemble a team of advisors for the executive journey.

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Money Masterclass

Understanding Your Executive Employment Agreement

Learn common characteristics of compensation, restrictions and provisions.

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Money Masterclass

What You Can Learn From My Divorce

Navigate the challenges of a high net-worth divorce.

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Money Masterclass

How to Relocate Successfully

Consider all aspects of relocation, from health care to tax.

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Money Masterclass

Mitigating Concentration Risk Through Diversification

Understand the risks of single stock concentration.

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Money Masterclass

Who Do You Want On Your Divorce Team?

Build the right professional team to guide you through divorce.

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Money Masterclass

Preparing the Next Generation to Lead the Business

Prepare the next generation to lead your company.

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Money Masterclass

First Financial Steps for the Newly Single

Position yourself to financially thrive in your next chapter.

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Money Masterclass

Staying Involved in Your Business After You Sell

Employee, board member, consultant, or shareholder?

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Money Masterclass

Family Business: Hiring and Working with Family

Five strategies to preserve your family business for future generations.

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Money Masterclass

Overcoming Obstacles to Financial Conversations

Prepare the next generation for financial responsibility.

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Money Masterclass

Common Reasons Business Sale Transactions Fail

Avoid common pitfalls that derail the sale of a business.

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Money Masterclass

How to Select the Right Estate Executor

Learn how to select the executor of your estate.

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Money Masterclass

Prepare for Unexpected Health Costs

Explore three ways to go beyond primary insurance to protect your lifestyle.

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Money Masterclass

Prepare to Navigate Medicare

Find answers to common questions about the benefit.

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Money Masterclass

11 Best Practices for Nonprofit Directors

Become a more effective nonprofit leader.

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Money Masterclass

Joining a Nonprofit Board? Know Your Fiduciary Duties

Recognize common pitfalls before they happen.

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Money Masterclass

Estate Planning Strategies to Help Avoid Disaster

Keep the family peace and help ensure your wishes are carried out.

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Money Masterclass

10 Questions for Finding the Right Estate Planner

Look for relevant experience and a good rapport.

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Money Masterclass

4 Steps to Help You Take Charge of Your Financial Life

Discover key steps for your next financial chapter.

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Money Masterclass

Discovering New Possibilities

Learn how one woman moved past worry and is confidently guiding her financial future.

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Money Masterclass

Planning with Purpose

Partnering on a new approach to wealth planning.

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Money Masterclass

Selecting a Financial Advisor

What qualities should wealthy individuals look for in a financial advisor?

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Money Masterclass

Solving for Illiquidity in Divorce

Illiquid assets present a significant challenge in high-net-worth divorces.

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Money Masterclass

Successful Wealth Transfer Starts with Conversations

Insights on Successful Wealth Transfer.

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Money Masterclass

Passing Down More than Money

Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

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Money Masterclass

Kids and Money

How parents can prepare their children to manage wealth.

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Money Masterclass

Divorce and The Liquidity Crunch

Ways to strategically use credit during divorce.

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Money Masterclass

Modern Trust Provisions

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

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Money Masterclass

Women in Philanthropy

Answers to the top questions on establishing a philanthropic legacy.

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Money Masterclass

Funding your Lifestyle and Ambitions

Our goals-based approach helps you make critical financial decisions and do more with your wealth.

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money masterclass

Keeping the Family Business in the Family

Five strategies to preserve the legacy of your family business for future generations.

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money masterclass

Tipping the Scales: Balancing Private & Public Investments

Make informed decisions by building your knowledge on financial concepts and principles.

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money masterclass

Interstate Relocation Checklist

Consider all aspects of relocation, from health care to tax.

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money masterclass

A Stress Test For Your Estate Plan

Are there surprises lurking in your plan?

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Money Masterclass

Avoiding Financial Mistakes in Divorce

Learn common financial mistakes women make in divorce and how to avoid them.

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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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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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Money Masterclass

How an Investment Policy Statement Can Guide Effective Decision Making

A well-crafted IPS can bring a family’s mission to life and support family office decision making.

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Money Masterclass

Building Consensus: Addressing Behavioral Biases

Recognizing behavioral investment biases helps build consensus among investment committees.

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Money Masterclass

Spotlight: Maximizing the Sale of a Family Business

How Northern Trust helped a family maximize a business sale.

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Money Masterclass

Navigating International Family Office Trends

Leverage global opportunities to meet your client’s complex needs.

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Money Masterclass

Strategies to Support Growing Families

Adapt to meet the evolving needs of a growing family.

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Money Masterclass

The Road to Why Podcast

Discover the “why” that drives today’s most successful business leaders.

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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.