Wealth Planning Advisory Services

Who We Serve
What We Do
About Us
Insights & Research

Who We Serve
What We Do
About Us
Insights & Research

Wealth Management

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.

PREPARING CHILDREN FOR WEALTH

As children become aware of wealth, they may ask questions you are not prepared to answer. Talking about your wealth does not mean sharing your entire balance sheet before children are ready. Normalizing conversations about money creates an environment where children feel comfortable asking questions and gain valuable perspective.

Why Northern Trust

The Right Expertise, When You Need It

40+

Specialty Areas

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 13 of the last 16 years.

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.

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.