Wealth Management Insights & Research

Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

Northern Trust Institute President Pam Lucina discusses planning strategies for couples without children.

Moving across state lines? Our checklist can help you navigate the tax, estate and other financial complexities that come with interstate relocation.

Learn how one family reimagined their wealth plan to better define the values they were trying to incent.

The majority of generational wealth transfers ultimately fail due to the breakdown of communication and trust. Following a process for family governance can help your family align on a vision and make good decisions.

In blended marriages, the threat of accidental disinheritance is real.

Pamela Lucina is the President of The Northern Trust Institute and leads Wealth Management’s national practice for ultra-high net worth families.

Eric Czepyha oversees Northern Trust’s national strategy for advising business owners and their families.

Working with Northern Trust’s wealthiest client base, Amy E. Szostak has gained insights into how families successfully navigate sustainable intergenerational wealth.

Steph L. Wagner is responsible for leading Northern Trust’s advisory practice for women and oversees its Elevating Women platform.

Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.