We recognize that increasingly complex and significant financial decisions magnify your need for quality advice. Unlike many wealth management firms that focus primarily on investing, Northern Trust offers integrated wealth management strategies that address your entire financial plan, including personal investment management, banking, wealth transfer, insurance, tax management, philanthropy, family communication and more. Our dedicated team of wealth management advisors will create a dynamic road map aligned to your unique priorities and future goals.
August 12, 2021
August 12, 2021
Uniquely Positioned to Serve You
- We serve 25% of the Forbes 400 Wealthiest Americans
- Drawing from more than 130+ years of experience advising wealthy families
Explore Specialized Advice For Our Clients
Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.
Executives face unique planning needs at each stage of their careers. Make the most of each stage with expert advice.
Create cohesive visions for wealth management across generations with expert advice.
Major life changes can be among our most demanding experiences. Prepare for your next chapter with expert advice.
We believe your own knowledge is critical to helping you take action when you need to make decisions. We build this understanding through a dynamic and transparent framework that includes: aligning your assets and goals, exploring different scenarios to help you make informed decisions, developing custom strategies to optimize your plan and adapting your plan to changing conditions. Our clients have found this an eye-opening experience, understanding often how they are positioned to fund their goals.
A Coordinated Team of Trusted Advisors
We know mistakes can happen when your decisions are not coordinated and your advisors are not working together. To solve this issue, we offer both breadth and depth of experience as well as diligent coordination across all areas of your plan.
Specialized Client Services
As a part of our commitment to offering clients holistic advice, our dedicated team of experts collaborates on various wealth publications focused on delivering insights curated around important points in your life. These insights are designed to help position you to achieve optimal outcomes with your wealth.
The Northern Trust Institute
© 2022 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S.
This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.
Securities products and services are sold by registered representatives of Northern Trust Securities, Inc., (member FINRA, SIPC), a registered investment advisor and wholly owned subsidiary of Northern Trust Corporation. Investments, securities products and brokerage services are:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE
THE NORTHERN TRUST COMPANY, MEMBER FDIC