Wealth Planning Advisory Services
Holistic advisory services to help ensure you achieve your objectives for your family and legacy.
Comprehensive, coordinated advice across financial wealth planning, tax and wealth transfer, family education and governance, and philanthropy to optimize your plan for each stage of life.
A Coordinated Approach
SUCCESSFUL WEALTH PLANNING REQUIRES BOTH SPECIALIZED EXPERTISE AND EXPERIENCE
Specialized Expertise and Coordination
As the complexity of your wealth grows, greater expertise and coordination are required to ensure that you both make the most of opportunities and avoid pitfalls.
Communication and Alignment
Without a communication strategy, families can face significant challenges aligning on the purpose of their wealth and preparing the next generation to lead.
Planning for Each Life Stage
While each journey is unique, failure to plan for the milestone events most likely to impact you and your family can result in significant lost opportunities.
Why Northern Trust
The Right Expertise, When You Need It
Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.
Best Private Bank
Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 12 of the last 15 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.
Advice Driven by Real-World Client Outcomes
Our advice is based on solutions honed from decades of experience working with clients like you. Leveraging insights from thousands of real-world outcomes, our advisory services team provides unparalleled depth and breadth of expertise across practice areas.
Family Education and Governance
Planning to prepare your family for wealth
Financial Wealth Planning
Holistic financial wealth planning to achieve your family’s vision for success
Building your plan to optimize your impact and legacy
Tax and Wealth Transfer
Optimize your wealth to provide for those who matter the most
Navigate Change with Confidence
Our experts can help tailor your plan for each stage of your journey.
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.
Investment strategies to help you confidently achieve your needs, goals and aspirations.
Develop a fundamental understanding of personal finance, investing and estate planning.
Insights & Case Studies
Achieve What Matters Most
Work with our advisors to build a custom plan that will help you navigate change with confidence.