Wealth Planning Advisory Services
Family Education and Governance Advisory Services
Guidance for conversations around family wealth
You want to pass on your wealth — along with your traditions, values and goals. Northern Trust’s Family Education and Governance team offers personalized advice and consultation to help you and your family make sound decisions. Our family resource library and educational programs can guide you as you create a shared vision for your wealth — to help you preserve and protect it for generations to come.
Financial Education for Families
Amy E. Szostak
Director, Family Education and Governance
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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.