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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

Planning for Transitions

Whether imparting your business to the next generation of owners or selling your business to a third party, business transitions require complex wealth planning solutions

Finding the right trustee

Business owners often require a sophisticated trustee to oversee their business interests and other unique assets that are part of their estate plan

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A family hanging out on the couch.

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

Services

Learn how our experts can help you optimize your plan

We can find the right level of our engagement to help you improve your wealth transfer plan.

Businessman walking through production facility.

Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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Family sitting on the couch together.

Trust and Estate Services

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

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Woman meeting with a client.

Wealth Planning Advisory Services

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

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Insights & Case Studies

STAY INFORMED

Two men discussing plans in an office building.MarketsA Resurgence in Private MarketsUnderstand opportunities in the private markets for business owners.Read Article
A mosaic of a man blended with various business scenarios. Trends & Strategies2025 Business Owner BenchmarkFind out what strategies business owners are pursuing for 2025.Read Article
Women talking in an office.Money MasterclassShould I Hire an Investment Bank to Sell My Business?Learn the benefits of hiring an investment bank when selling your business.Read Article
Workers in a meeting in a conference room.SuccessionKeeping the Family Business in the FamilyFive strategies to preserve your family business for future generations.Read Article
Businesspeople looking at a print out in a meeting.Money MasterclassCommon Reasons Business Sale Transactions FailAvoid common pitfalls that derail the sale of a business. Read Article
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Leadership

Our Experts

Eric Czepyha

Eric Czepyha

Director of Business Services

Rob Ashcroft

Rob Ashcroft

Practice Lead, Business Advisory Services

Kevin Harris

Kevin Harris

Managing Director, Family Business Group

Nikè Anani

Nikè Anani

Director of Next Gen Advisory

STAY CONNECTED

ACHIEVE WHAT MATTERS MOST

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