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Trends & Strategies

Stay informed about ongoing developments impacting wealth management.

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Trends & Strategies

Preparing for IPO-Generated Wealth:Your Questions Answered

Learn how your company’s IPO may affect your financial plan.

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Trends & Strategies

Interstate Relocation Checklist

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

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Trends & Strategies

Trusts and Sustainable Investing: Building the Bridge

Align sustainable preferences with fiduciary duties.

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Trends & Strategies

The Return of the Dividend Recap

Understand potential tax implications before acting.

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Trends & Strategies

10 Steps to Reduce Your Risk of Cyber Fraud

Reduce your risk of identity theft and fraud.

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Trends & Strategies

Spotlight on Carried Interest and the Inflation Reduction Act of 2022

The latest on proposed changes to carried interest, corporate minimum tax and IRS tax enforcement.

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Trends & Strategies

2022 College-Bound Checklist: Key Health Care and Financial Decisions

Communication on health decisions is critical for the college-bound.

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Trends & Strategies

Your Questions Answered: Energy Markets and the Ukraine Crisis

Understand the conflict’s implications for global energy markets.

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Trends & Strategies

Opportunity Amid Uncertainty

Wealth planning strategies for stressed markets and rising rates.

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Trends & Strategies

10 Cybersecurity Practices to Protect Your Business

Follow these steps to build an effective program.

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The Art of Collecting

What Are NFTs? Understand Estate Planning Challenges

Understand this trend and how to incorporate it in your wealth plan.

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Trends & Strategies

A Complex Puzzle: Sanctions, Lockdowns, and Allegiances

Our outlook on the Russia-Ukraine conflict, China and the global economy.

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Markets

Prices, Policy and Your Portfolio — Your Inflation Questions Answered

Learn how to mitigate the impact of rising inflation.

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Trends & Strategies

Bonus Planning 2022: Making the Most of a Record Bonus Season

Maximize your executive bonus in 2022.

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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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Markets

Tipping the Scales: Balancing Private & Public Investments

Investors are reconsidering the value of private investments.

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Trends & Strategies

Preparing for Change: Year-End Planning

Experts share strategies to prepare for the new year.

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Trends & Strategies

Divorce and Illiquid Assets: Strategies for Moving Forward

How to split private business interests in divorce.

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Trends & Strategies

Are You Making the Most of Low Interest Rates?

Revisit several aspects of your wealth plan that are sensitive to interest rates.

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Trends & Strategies

Supporting Female Founders Through Private Investing

Build your wealth while supporting female entrepreneurs.

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Trends & Strategies

A Complicated Equation: State and Local Tax Proposals and the SALT Deduction

With federal, state and local tax policies all in flux, learn what is driving the debate.

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Trends & Strategies

SPAC Mania: Considerations for Sponsors and Targets

Understand the wealth planning considerations involved.

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Trends & Strategies

Navigating Possible Tax Policy Changes

Plan for uncertainty by incorporating flexibility to accommodate changing policy.

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Trends & Strategies

The Capital Gains Dilemma

With changes to capital gains on the horizon, consider these strategies to optimize your plan.

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Trends & Strategies

Does Cryptocurrency Have a Role in a Portfolio?

Learn our view on cryptos’ role within asset allocations.

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Trends & Strategies

Strategies for Executives: Optimize Your Wealth Plan in 2021

Five strategies to explore in light of this year’s unique dynamics.

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Trends & Strategies

Executive Year-End Tax Planning: Your Questions Answered

Answers to top questions on 2020 year-end executive tax planning.

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Trends & Strategies

The Wealth Planning Trifecta: Your Questions Answered

Revisit your wealth plan to prepare for an uncertain future.

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Trends & Strategies

Understanding the QSBS Tax Exemption

An under-utilized opportunity offers big tax savings.

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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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Trends & Strategies

The Power of Early: The Annual Gift Tax Exclusion

Maximize the benefits of the annual gift tax exclusion.

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Trends & Strategies

Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

Reduce the likelihood of conflict and misunderstandings in trust administration.

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Trends & Strategies

Making Decisions as a Family

Expand your dialogue to make better decisions and communicate purpose.

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Trends & Strategies

The New Longevity and End-of-Life Care

Prepare, communicate and revisit your advance directives.

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Trends & Strategies

Modern Families Need Modern Estate Plans

Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.

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Trends & Strategies

Tying the Financial Knot: Unmarried Couples Need a Plan Too

Know your options as an unmarried couple.

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Trends & Strategies

The Proposed 2022 Federal Budget: Planning Opportunities for Business Owners

Newly released details can help you plan for the proposed changes.

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Trends & Strategies

Investing with Purpose

A conversation with Katie Nixon and Barron's Mae Cheng on how women approach investing with purpose.

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Trends & Strategies

Supporting Female Founders

Learn how to build your wealth while supporting female entrepreneurs.

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Trends & Strategies

Changing Tax Policy: Insights for Business Owners

Navigate your business through an uncertain tax policy future.

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Trends & Strategies

Tax Policy Resource Center

Research-based insights at the intersection of changing tax policy and managing complex wealth.

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Trends & Strategies

Changing Tax Policy: Plan, Don’t Predict

Learn our outlook for the most likely tax changes and how to prepare your plan for change.

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Trends & Strategies

How Could Tax Changes Impact Corporate Executives?

Director of Executive Services Devin Blackburn on proposals and strategies.

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Trends & Strategies

Sustainable Investing

New joint report with The WSJ explores top challenges facing ESG investors.

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Trends & Strategies

The 2021 Business Owner Benchmark: Fortifying for the Future

Learn what policies and decision-making processes other business owners have put in place.

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TRENDS & STRATEGIES

Effective ESG: Are You Making Your Intended Impact?

Do ESG investments really deliver on what they promise?

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Business Owner

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Executive

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Multigenerational Families

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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.