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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Legal Professional


Uniquely qualified to serve the legal community

Solutins for Legal ProfessionalsAt Northern Trust, we have a long-standing history of working closely with legal professionals and understand the financial issues you may face. We offer banking and flexible financing to help you manage your liquidity and fund your capital needs.

Your law practice leaves you with little time to focus on managing your wealth.  A well planned wealth management strategy can help you see your total financial picture, identify the personal goals most important to you — and provide you confidence that you can achieve them.

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The Situation

Our client, a partner with a major law firm, came to us because he and his wife were struggling to fully grasp their current financial situation. They wanted to balance the expected benefits from his firm's retirement plan with their spending habits and desire to build a vacation home.

Customized, integrated solutions

We began with a dialogue that helped the couple establish their short- and long-term goals, which segued into a discussion around what retirement really meant to them. We also reviewed the couple’s overall expenses and developed a summary of their total financial situation. With our help, the couple was able to address their priorities for the future and worked with us to create a wealth management plan to help achieve them — and build the vacation home of their dreams. Our team of financial professionals assisted by:

  • Analyzing the couple’s current cash flow and lifestyle needs to help ensure they were saving enough for retirement
  • Providing flexible financing to help the couple build their dream vacation home
  • Creating a summary of the client’s company benefits, and discovering that he wasn’t sufficiently covered from a disability perspective
Today the couple has a clearer understanding of their overall wealth, spending habits and retirement goals. Northern Trust has continued to work with them over the years, and they now use many of our investment, estate planning and trustee services.