We recognize that increasingly complex and significant financial decisions magnify your need for quality advice. Unlike many wealth management firms that focus primarily on investing, Northern Trust offers integrated wealth management strategies that address your entire financial plan, including personal investment management, banking, wealth transfer, insurance, tax management, philanthropy, family communication and more. Our dedicated team of wealth management advisors will create a dynamic road map aligned to your unique priorities and future goals.
Wealth Management
Latest News
Stay informed of evolving tax policy proposals and how you can prepare for potential
changes.
Learn how to navigate perceived obstacles and align your portfolio with your values.
Uniquely Positioned to Serve You
- We serve 25% of the Forbes 400 Wealthiest Americans
- Drawing from more than 130+ years of experience advising wealthy families
Explore Specialized Advice For Our Clients
Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.
Executives face unique planning needs at each stage of their careers. Make the most of each stage with expert advice.
Create cohesive visions for wealth management across generations with expert advice.
Major life changes can be among our most demanding experiences. Prepare for your next chapter with expert advice.
We believe your own knowledge is critical to helping you take action when you need to make decisions. We build this understanding through a dynamic and transparent framework that includes: aligning your assets and goals, exploring different scenarios to help you make informed decisions, developing custom strategies to optimize your plan and adapting your plan to changing conditions. Our clients have found this an eye-opening experience, understanding often how they are positioned to fund their goals.
A Coordinated Team of Trusted Advisors
We know mistakes can happen when your decisions are not coordinated and your advisors are not working together. To solve this issue, we offer both breadth and depth of experience as well as diligent coordination across all areas of your plan.
We bring together a team of multidisciplinary experts across all aspects of your financial
plan to create a personalized framework where every asset is advancing your specific
goals.
Financial Solutions
Portfolios grounded in robust research and focused on real returns.
Goals-based services to manage the complexities and generational challenges of wealth.
Fiduciary expertise to help preserve and protect your wealth and legacy.
Flexible lending and cash management services customized to address your personal
financial needs.
Simplify your financial life with this online platform that allows you to securely
manage your accounts from your favorite device.
Specialized Client Services
Specialized guidance and services to grow, manage and protect what you have built.
Strategic, consultative and coordinated solutions to support a family office’s short-
and
long-term goals.
Advice-driven services that provide holistic solutions for your foundation,
endowment and other nonprofit institutions.
Tailored solutions ranging from complex advice to trade execution, designed to complement
your broader wealth plan.
As a part of our commitment to offering clients holistic advice, our dedicated team of experts collaborates on various wealth publications focused on delivering insights curated around important points in your life. These insights are designed to help position you to achieve optimal outcomes with your wealth.
The Northern Trust Institute
Explore wealth strategies that are informed by research, grounded in real-world outcomes
and tailored to you.
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Tailored Topics
The decisions you make for your wealth transform its potential. Accomplish more of
what matters most to you.
Achieving goals for your family requires thoughtful planning and open dialogue. Explore
strategies to position your loved ones for financial success and stewardship.
Life changes can unexpectedly impact your financial and emotional well-being. Learn
how others undergoing similar change have successfully transitioned.
With wealth comes the opportunity to make a difference. Achieve greater impact by
identifying the best solutions to fulfill your unique philanthropic purpose.
Timely Insights
Stay up-to-date on recent market developments, the global economy and fiscal policy
with Wealth Management Chief Investment Officer Katie Nixon.
Stay informed about ongoing developments impacting wealth management.
Discover the latest insights from our team of wealth management experts, including
our quarterly market commentaries.
© 2022 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S.
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.
The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.
Securities products and services are sold by registered representatives of Northern Trust Securities, Inc., (member FINRA, SIPC), a registered investment advisor and wholly owned subsidiary of Northern Trust Corporation. Investments, securities products and brokerage services are:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE
THE NORTHERN TRUST COMPANY, MEMBER FDIC