FOR WHERE WEALTH GOES NEXT
Advice as unique as the world you live in
WEALTH PLANNING FOR WHERE THE WORLD IS GOING, NOT WHERE IT'S BEEN
What worked for the last 50 years will not work for the next 50. Northern Trust offers unmatched insight and expertise to help you meet the ambitions you have for your wealth.
Will I be able to retire on my 60/40 portfolio?
We advise clients to build their portfolios around life goals rather than an arbitrary risk tolerance. Our proprietary approach to Goals Driven Wealth Management will help you determine when you can retire and fulfill your goals with confidence.
How do I prepare my family for my wealth?
Successful wealth transfer starts with a clear vision for your wealth. We can help you align across generations, establish processes for communication and decision-making, and provide financial education to empower the next generation.
BUSINESS OWNER SERVICES
Should I sell my business or keep it in the family?
For business owners, this is often among the toughest decisions they have to make. Northern Trust can help you evaluate the impact of this complex decision and navigate the sale process or develop a succession plan to preserve your legacy.
What are my options for funding a large purchase?
Tapping into leverage can be a valuable strategy to fund liquidity needs. Northern Trust can help keep your investment strategy intact with creative financing solutions for funding major purchases.
A STRESS TEST FOR YOUR ESTATE PLAN
Are there surprises lurking in your plan? Estate plans that fall out of date can lead to unpleasant surprises for heirs. In a new report, we identify common problems that our experts see all too often. Northern Trust’s proprietary approach to stress testing estate plans will give you a clear picture of how your plan will unfold. By identifying surprises ahead of time, we can work with you to ensure your lifetime, family and philanthropic goals will be fulfilled.
WHY NORTHERN TRUST
WE ARE YOUR TRUSTED PARTNER FOR A LIFETIME OF CHANGE
YEARS ADVISING WEALTHY INDIVIDUALS AND FAMILIES
BEST PRIVATE BANK IN THE U.S.
Awarded 12 of the last 14 years by the Financial Times Group
MORE THAN 30 UNIQUE DISCIPLINES
IDEAS ABOUT WEALTH ARE CHANGING.
Is your wealth manager ready for those conversations?