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Helping clients manage, preserve and transfer wealth can be complex and challenging. We are committed to collaborating with you to bring your clients a comprehensive range of wealth management solutions. Our seamless approach will complement your own capabilities and, ultimately, serve to enhance your client relationships. Look ahead with us and experience the right partnership.
An introduction to the new conversations surrounding wealth transfer planning.
Julie J. Olenn offers insight into the process of trust decanting and when it might be an appropriate strategy to employ.
Senior Personal Trust Relationship Manager Laura G. Mandel takes a comprehensive look at how discretionary trusts can be advantageous in wealth transfer planning.
Patricia M. Sack explains how clear statements crafted into a wealth transfer plan can help guide fiduciaries in carrying out a grantor's original intentions.
Stacy Singer reinforces the importance of stating clear intentions when crafting wealth transfer strategies in light of the changing makeup of a modern family.
Laura Mandel and Joel Schoenmeyer discuss opportunities and challenges of using Delaware Trusts to safeguard personal wealth.

2013 Professional Advisor Forum Schedule
Save the dates for the year's webinars focused on timely technical topics impacting your clients.

2013 Tax Developments
The 112th Congress rang in the New Year with marathon midnight hour holiday sessions that culminated in the American Taxpayer Relief Act of 2012 (ATRA).

The New Medicare Taxes
Take steps now to understand how the new Medicare tax laws may impact you.

Access Our Archives
Listen to audio replays of our previous webinars on timely topics.

Second edition now available in print and e-book format.

A Collaborative Approach to the LGBT Community
Helping you address the unique wealth transfer needs of your LGBT and non-traditional family clients.
Read a white paper from our expert highlighting the benefits of establishing a trust in Delaware.

LGBT Financial Planning 
Our LGBT Practice Leader discusses the importance of careful financial planning for LGBT individuals in this Trusts & Estatesmagazine article.


Engaging the Next Generation of Global Citizens in Family Philanthropy
Learn how the next generation of philanthropists are globally engaging in ways not previously seen.

An in-depth look at the history
of Northern Trust's Wealth Management Group and the evolution of the family office.

The Changing Face of American Wealth
Northern Trust Chief Fiduciary Officer R. Hugh Magill shares distinctive social and demographic phenomena that estate planners and financial advisors should consider as they serve a new generation of clients.
Read our
Spring edition
of Wealth
magazine
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for all devices
including
smartphones
and tablets.		 View Current Wealth Magazine

Northern Trust Perspective 
Monthly global analysis to keep you abreast of economic and market changes.

Join Us for our Monthly Update
Join us live as our experts provide their insights on the economy, financial markets and the estate and tax planning environment.

Learn more about Northern Trust's recent merger of our three primary banks.
Proactive guidance to help anticipate your clients' needs and provide them custom solutions