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Individuals & Families

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Point of View

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Distinctive solutions designed around you

Whatever your needs – from wealth transfer and tax planning to portfolio design – you should feel confident you have an effective and resilient long-term financial plan. We provide a personalized framework and take a holistic view to help you navigate changing market environments and uncover new opportunities to manage wealth.

The Northern Trust Institute

Explore strategies that are informed by research and grounded in real-world outcomes of wealthy individuals and families like you.

Distinctive solutions designed around you

Whatever your needs – from wealth transfer and tax planning to portfolio design – you should feel confident you have an effective and resilient long-term financial plan. We provide a personalized framework and take a holistic view to help you navigate changing market environments and uncover new opportunities to manage wealth.

 

Nine Sustainable Investing Themes

To help investors who want to allocate more sustainable and ESG (environmental, social and governance) investing strategies into their portfolios, here are some of the most important themes we see in 2019.
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Evolve your wealth plan to better meet the needs of your family.

If you're an investor, you're likely already a factor investor. Learn what this means, and more importantly, why it matters.

Services for what you want to achieve

Discover how we can help you achieve what matters most to you. Our unique approach to wealth management is designed to help you accomplish your goals and face the unexpected, and our outcome-oriented investment strategies can round out your portfolio.

Wealth Management