Plan your financial future not by years, but by generations.
Thoughtful planning allows you to design the transfer of your wealth as you desire while minimizing the current and future impact of taxes on your estate. It also can protect your assets from unexpected health, personal and business risks and help ensure the ongoing management of your wealth regardless of life’s uncertainties.
Our experts can work with you and your other advisors to develop goals-based, tax sensitive wealth transfer solutions that meet your short- and long-term objectives.
Suzanne L. Shier
Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.
Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration.
Suzanne is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School and also a frequent speaker and author. She has been quoted in publications such as the Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions, including selection for inclusion in Best Lawyers in America in Trusts and Estates.
Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation from the DePaul University College of Law in 1997.
In the civic community, Suzanne supports diversity and education initiatives. She has been involved with the Executive Committees and Boards of Directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law. Suzanne is Chairperson of the Board of Directors of Chicago Scholars, a college access program for high potential urban students, and a Trustee of Hope College.
Suzanne is a fellow of the American College of Trust and Estate Counsel and a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association and the International Society of Trust and Estate Practitioners.
Ray Odom, JD, CFP