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Wealth Planning Advisory Services

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Family Education and Governance Advisory Services

The Northern Trust Institute
Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

    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

    Successful wealth management requires a fundamental understanding of personal finance, investing and estate planning. Our Essentials curriculum is designed to empower parents and children to responsibly manage wealth now and in the future.
    Develop Financial Skills

     

     

    Amy E. Szostak

    Amy E. Szostak

    Director, Family Education and Governance
    Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth.
    READ BIO

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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.