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Managing A Business


Business Ownership and Personal Wealth are Intertwined.

Whether you’re still building your business – or ready to address your exit strategy – we can help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family.

Services to Help Achieve Your Goals

Balancing the Needs of Family Business

Designing a plan for your company’s future requires specialized expertise. And the best solution balances both sides of the picture – your family and your business. Watch our video to learn more.

Insights for Business Owners


December 7, 2016 - Sharing Expectations About the Family Business
Speakers: Charlie Mueller, Northern Trust’s Trust and Advisory Services Practice Executive and Claudia Sangster, Director, Family Education and Governance Services, Northern Trust.

September 28, 2016 - After the Sale...A Retrospective

Speakers: J Schwan, Founder and CEO of Solstice, and Kevin Harris, Managing Director of Northern Trust’s Family Business Group.

June 22, 2016 - Developing Next Generation Leaders

Speakers: Peter Begalla, Conference and Education Director, Family Business Magazine, and Charlie Mueller, Northern Trust’s Trust and Advisory Services Practice Executive.

March 23, 2016 - Selling a Business - How Do I Prepare?
Speakers: Dennis Kessler, former Co-President of Fel-Pro, Inc., and Charlie Mueller, Northern Trust's Trust and Advisory Services Practice Executive


Wealth Magazine


As a business owner, you face the challenges of running your business each day, while also anticipating future challenges. Timely planning can help put these concerns to rest.
A directed trust allows you to act as your own investment advisor, retain control over investment decisions for assets held in the trust, and allows you to name a third party to act as investment advisor or to direct distributions.