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Wealth Management

Products & Services

We bring the breadth and depth of the firm to your unique situation.

Unlike other wealth managers who focus primarily on investing, we view wealth management more broadly and provide expertise across all areas of your financial plan.

Products & Services

OPTIMIZE YOUR WEALTH PLAN

Work with our advisors to build a custom plan that will help you achieve what matters most to you.

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Wealth Planning Advisory Services

Comprehensive advisory services to help achieve your vision for success at each stage of life.

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Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

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Investing

Investment strategies to help you confidently achieve your needs, goals and aspirations.

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Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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Business Owner Services

Specialized expertise to help ensure business owners succeed across their entire journey.

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Global Family & Private Investment Offices

Enterprise-wide support for family offices, foundations, private trust companies and private investment companies.

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Foundations and Endowment Services

Investment and advisory services for foundations, endowments and other nonprofit institutions.

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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

16
ACTEC members
650+
fiduciary professionals

Insights

STAY INFORMED

Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
A storm on the horizon with a tree in the foreground.Six Wealth Planning Strategies for Volatile MarketsPeriods of stress present significant opportunities for optimizing your plan.Read Article
MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Explore Insights

Leadership

OUR EXPERTS

Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

Paul Lee

Paul Lee

Chief Tax Strategist

Marguerite Griffin

Marguerite Griffin

Director of Philanthropic Advisory Services

Steph Wagner

Steph Wagner

Director of Women & Wealth

Glenda Pedroso

Glenda Pedroso

Head of Banking & Specialized Services

Eric Czepyha

Eric Czepyha

Director of Business Services

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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.