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Who We Serve

Professional Advisors

Coordinated advice to help clients reach their goals

When advisors collaborate, client strategies are better aligned and plans are executed more smoothly. Let’s work together to provide coordinated planning that can help clients realize the full potential of their wealth.

Our Resources for Professional Advisors

Explore how Northern Trust’s expertise and commitment to advisor collaboration can help you and your clients achieve success.

01

Insights for Your Clients and Practice

Stay informed on the latest estate planning strategies with insights from the best thinking of our firm across 40+ areas of specialty expertise.
02

Networking & Professional Development Events

Make meaningful connections while gaining valuable insights from industry experts.
03

Practice Development & Management

Explore ideas for innovation, practice development and business building.

A Complement to Your Expertise

We provide a holistic approach that complements your expertise and provides insight across all aspects of clients’ financial plans, including investing, tax and wealth transfer, banking, philanthropy, wealth planning, family education and fiduciary services.

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

Insights & Case Studies

STAY INFORMED

Sun shining behind city skyline.Trends & StrategiesPreparing for Potential State Wealth TaxesUnderstand wealth planning strategies to prepare for potential new state taxes on wealth.Read Article
Professional AdvisorsModern Trust ProvisionsEvolve your clients’ trusts and wills with more than 30 provisions.Read Article
View of skyscrapers at sunset.Managing Stock Concentrations at Every Life StageManaging executive stock concentration is a top challenge for advisors. Read Article
Grandfather pruning bonsai tree with young grandson.Tools to Transfer Values with WealthMaintain family harmony with these wealth transfer tools.Read Article
Woman talking to someone on the front stairs to her house.Divorce in Today’s EconomyWhile divorce is often expensive, higher inflation is making it even more costly.Read Article
More Insights

Leadership

Featured Experts

Laura Mandel

Laura Mandel

Chief Fiduciary Officer

Paul Lee

Paul Lee

Chief Tax Strategist

David Diamond

David Diamond

President, The Northern Trust Company of Delaware

Get Connected

Let’s Work Together

Learn how we can work together to help clients realize the full potential of their wealth.