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Trends & Strategies

Stay informed about ongoing developments impacting wealth management.

Featured Insights

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    Navigate to Planning for a New Tax Landscape
    Trends & Strategies

    Planning for a New Tax Landscape

    What tax savings opportunities does the One Big Beautiful Bill Act create for 2026?

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to Six Wealth Planning Strategies for Volatile Markets
    Markets

    Six Wealth Planning Strategies for Volatile Markets

    Periods of stress present significant opportunities for optimizing your plan.

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    Navigate to 10 Steps to Reduce Your Risk of Cyber Fraud
    Trends & Strategies

    10 Steps to Reduce Your Risk of Cyber Fraud

    Reduce your risk of identity theft and fraud.

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    Navigate to When Wealth Goes Global
    Trends & Strategies

    When Wealth Goes Global

    Key considerations for planning your relocation.

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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 Trends & Strategies Insights

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    Navigate to How to Draft a Clear, Effective Family Office AI Policy
    Trends & Strategies

    How to Draft a Clear, Effective Family Office AI Policy

    Learn the 10 essential principles for creating a practical family office AI policy that promotes innovation while protecting sensitive information, managing risk and maintaining human oversight.

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    Navigate to Investing in Professional Sports Teams
    Trends & Strategies

    Investing in Professional Sports Teams

    Understand your options and key considerations for investing in pro sports. Your framework should be concise and easy to apply, optimizing AI capabilities while protecting your security and enabling human judgment.

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    Navigate to New York City's New pied-A-Terre Tax: Your Questions Answered
    Trends & Strategies

    New York City's New pied-A-Terre Tax: Your Questions Answered

    Northern Trust experts on tax rates and valuations, exemptions, timing and steps you can take to prepare.

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    Navigate to IPO Momentum: All the Way to Outer Space?
    Trends & Strategies

    IPO Momentum: All the Way to Outer Space?

    Companies are staying private longer, accruing much of their value before going public.

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    Navigate to When Wealth Goes Global
    Trends & Strategies

    When Wealth Goes Global

    Key considerations for planning your relocation.

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    Navigate to The 65-Day Rule & Its Impact on Trust Income Taxes
    Trends & Strategies

    The 65-Day Rule & Its Impact on Trust Income Taxes

    Explore the rules and benefits of this trust election.

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    Navigate to Planning for a New Tax Landscape
    Trends & Strategies

    Planning for a New Tax Landscape

    What tax savings opportunities does the One Big Beautiful Bill Act create for 2026?

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    Navigate to Land and Legacy: A Conversation with John Onderdonk
    Trends & Strategies

    Land and Legacy: A Conversation with John Onderdonk

    Insights from our National Practice Leader of Agricultural Properties

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    Navigate to Six Wealth Planning Strategies for Volatile Markets
    Markets

    Six Wealth Planning Strategies for Volatile Markets

    Periods of stress present significant opportunities for optimizing your plan.

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to Make Your Impact, While Achieving Your Financial Goals
    Trends & Strategies

    Make Your Impact, While Achieving Your Financial Goals

    What difference do you want to make?

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    Navigate to Can Impact Investing Further Your Organization’s Mission?
    Trends & Strategies

    Can Impact Investing Further Your Organization’s Mission?

    Drive positive social outcomes through impact investing.

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    Navigate to ESG as a Risk Management Tool
    Trends & Strategies

    ESG as a Risk Management Tool

    Understanding the varying forms of risk is central to investing.

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    Navigate to How to Reduce Your Audit Risks
    Trends & Strategies

    How to Reduce Your Audit Risks

    Best practices for reducing the likelihood of audit, and how to be prepared in the event of one.

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    Navigate to ESG and “Tracking Error”
    Trends & Strategies

    ESG and “Tracking Error”

    How closely should portfolio return mirror benchmark performance?

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    Navigate to Three Considerations to Optimize Your Cash Management
    Trends & Strategies

    Three Considerations to Optimize Your Cash Management

    An individually tailored plan for liquidity as well as yield

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    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.

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    Navigate to Disability Insurance: Is Your Coverage Enough?
    Trends & Strategies

    Disability Insurance: Is Your Coverage Enough?

    Company plans can leave high-earners with a coverage gap.

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    Navigate to ESG’s Influence on a Portfolio
    Trends & Strategies

    ESG’s Influence on a Portfolio

    Understand how investment factors differ between ESG funds and conventional funds.

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    Navigate to ESG Myth Busting
    Trends & Strategies

    ESG Myth Busting

    Five common ESG investing myths.

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    Navigate to Divorce in Today’s Economy
    Trends & Strategies

    Divorce in Today’s Economy

    While divorce is often expensive, higher inflation is making it even more costly.

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    Navigate to Charitable Giving in a Down Market
    Trends & Strategies

    Charitable Giving in a Down Market

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

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    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.

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    Navigate to 10 Cybersecurity Practices to Protect Your Business
    Trends & Strategies

    10 Cybersecurity Practices to Protect Your Business

    Follow these steps to build an effective program.

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    Navigate to Can a Private Equity Partner Help Grow Your Business
    Trends & Strategies

    Can a Private Equity Partner Help Grow Your Business

    Assess if a private equity partner is right for your business.

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    Navigate to Wealth Planning for Couples Without Children
    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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    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.

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    Navigate to Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals
    Trends & Strategies

    Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals

    Learn strategies for making the most of your annual bonus.

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    Navigate to To Roth or Not to Roth?
    Trends & Strategies

    To Roth or Not to Roth?

    Learn why it may be an advantageous time to convert your retirement savings to a Roth IRA.

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    Navigate to Tipping the Scales: Balancing Private & Public Investments
    Markets

    Tipping the Scales: Balancing Private & Public Investments

    Investors are reconsidering the value of private investments.

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    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.

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    Navigate to Interview With an ESG Expert
    Trends & Strategies

    Interview With an ESG Expert

    Northern Trust ESG Director Sharee Hassan discusses sustainable investing.

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    Navigate to Supporting Female Founders Through Private Investing
    Trends & Strategies

    Supporting Female Founders Through Private Investing

    Build your wealth while supporting female entrepreneurs.

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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

    Follow these steps to navigate the financial aspects of your move.

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    Navigate to Effective ESG: Align Your Portfolio With Your Values
    Trends & Strategies

    Effective ESG: Align Your Portfolio With Your Values

    Align your investments and values to achieve your financial goals

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    Navigate to Does Cryptocurrency Belong in Your Portfolio?
    Trends & Strategies

    Does Cryptocurrency Belong in Your Portfolio?

    Learn our view on cryptos’ role within asset allocations.

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    Navigate to Understanding the QSBS Tax Exemption
    Trends & Strategies

    Understanding the QSBS Tax Exemption

    An under-utilized opportunity offers big tax savings.

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    Navigate to Executive Women Survey: Insights on Finance and Home Life
    Trends & Strategies

    Executive Women Survey: Insights on Finance and Home Life

    Women executives share their thoughts on investing and home life.

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    Navigate to 10 Steps to Reduce Your Risk of Cyber Fraud
    Trends & Strategies

    10 Steps to Reduce Your Risk of Cyber Fraud

    Reduce your risk of identity theft and fraud.

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    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.

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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.