Wealth Planning for Families
Stewarding Wealth Across Generations
Wealth planning for high-net-worth families managing multigenerational decisions
From tax and estate planning to next generation education and philanthropy, we help families steward their wealth through all of life’s moments with clarity, confidence and purpose, so it endures for generations to come.
Why Northern Trust
The Right Expertise, When You Need It
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.
Best Private Bank
Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 14 of the last 17 years.
Specialty Areas
Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.
Case Study
How we helped one family instill purpose in their wealth plan.
After watching peers struggle with family conflict, one family paused to ask a deeper question: What should their wealth actually accomplish? By clarifying purpose and intent, we helped them reshape their plan to reflect shared values, support independence and create flexibility for future generations.
Tools & Activities
Resources to Help Your Family Navigate What’s Next
Worldwide Financial Solutions
Global Presence. Local Expertise.
Northern Trust offers tailored financial solutions in 20 U.S. states and 17 countries worldwide.
WORK WITH US
A Plan for Generations
Our specialized teams can help you bring clarity, confidence and coordination to your family wealth. Request a meeting with one of our advisors to discover how we can help you optimize your plan.
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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.