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Wealth Management

Business Owner Services

Specialized teams serving our business owner clients

At a Glance

Business owners face unique challenges — from growing and sustaining a business, to planning for ownership and management transitions, to building a legacy beyond the business

Innovative Wealth Planning Solutions for Your Business and Your Family

01

Business Advisory Services

Specialized expertise to maximize the value of your transition

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02

Family Business Services

Managing your trust assets with knowledgeable and independent oversight

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03

Business Banking Services

Integrated solutions across deposits, lending and cash management

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04

Specialty Assets Services

Decades of experience managing real estate, as well as oil, gas and mineral rights

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Why Northern Trust

The Right Expertise, When You Need It

135+
Years

We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.

30k+
Fiduciary accounts managed by our trustees
27k+
Businesses and Assets

Family businesses, real estate, agriculture and oil and gas assets managed by our specialized team

Should I sell my business or keep it in the family?

An estimated 73% of U.S. business owners plan to transition ownership within the next decade. But deciding to sell the business or keep it in the family isn’t easy—and there’s no one-size-fits-all answer. In this episode of Why Wealth Lasts, Director of Business Services Eric Czepyha and President of Wealth Management Jason Tyler explore a thoughtful framework for navigating this decision.

Leadership

Our Experts

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ACHIEVE WHAT MATTERS MOST

Work with our advisors to build a custom plan that will help you navigate change with confidence.

© 2026 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, IL 60603. Incorporated with limited liability in the U.S. Member FDIC.

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.

This information does not constitute and should not be understood as a recommendation with respect to the rollover, transfer or distribution of assets from an existing retirement plan or IRA account of any kind, including, without limitation, whether, in what amount, in what form, and to what destination such a rollover, transfer, or distribution should be made.