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Family Education and Governance Advisory Services

Wealth Magazine
Insights and advice for managing wealth.

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.

How To Discuss Wealth With Your Family

You may think that simply having a wealth plan can help you avoid wealth transfer risks. But, is it really enough? Preparing an “on paper” wealth transfer plan for your assets but failing to help your loved ones understand how to manage those assets, leaves the process of sharing wealth incomplete.

 

 

Claudia B. Sangster

Claudia B. Sangster

Co-Director, Family Education and Governance
Claudia collaborates with clients and their advisors in identifying and establishing educational programs and governance structures to help families create their legacy of wisdom, wealth and giving through multiple generations.
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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.