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2025 Wealth Planning Outlook

Actionable insights for a rapidly evolving wealth, tax and estate planning landscape.

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Featured Insights

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    Navigate to 2025 Business Owner Benchmark
    Trends & Strategies

    2025 Business Owner Benchmark

    Find out what strategies business owners are pursuing for 2025.

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    Navigate to The Weekly Five
    Markets

    The Weekly Five

    Stay informed on recent market developments and their impact on your portfolio.

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    Navigate to Secrets of Enterprising Families
    Money Masterclass

    Secrets of Enterprising Families

    Five secrets of successful intergenerational wealth transfer.

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    Navigate to The Road to Why Podcast
    Money Masterclass

    The Road to Why Podcast

    Discover the “why” that drives today’s most successful business leaders.

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    Navigate to The Changing Face of Philanthropy
    Elevating Women

    The Changing Face of Philanthropy

    Harnessing our influence to maximize our impact.

Informed by Data and Real-World Outcomes

The Northern Trust Institute offers strategies that are informed by the latest insights and continually vetted through feedback.

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We analyze behavioral patterns and produce insights to identify the strategies that have been most effective for our clients

We develop strategies and advice based on those insights, applying the expertise of our dedicated Northern Trust Institute professionals

We curate the advice along a journey to deliver it at the moments you need it most and to help you anticipate future needs

We proactively seek feedback from clients to continually gain more insight and evolve the advice we provide

EXPLORE WEALTH INSIGHTS

Business Owner

Financial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face.

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PROFESSIONAL ADVISORS

Explore insights for your practice and your clients.

Insights for Professional Advisors

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    Navigate to Modern Trust Provisions
    Money Masterclass

    Modern Trust Provisions

    Evolve your clients’ trusts and wills with more than 30 provisions.

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    Navigate to Divorce and Illiquid Assets: Strategies for Moving Forward
    Trends & Strategies

    Divorce and Illiquid Assets: Strategies for Moving Forward

    How to split private business interests in divorce.

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    Navigate to Delaware Specialized Trust Provisions
    For Advisors

    Delaware Specialized Trust Provisions

    Evolve your clients' documents with our digital collection of specialized trust provisions.

PARTNER WITH US

Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.

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