- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Family Business
- Money Masterclass
Secrets of Enterprising Families
Five secrets of successful intergenerational wealth transfer.
- Money Masterclass
Should I Hire an Investment Bank to Sell My Business?
Learn the benefits of hiring an investment bank when selling your business.
- Trends & Strategies
10 Cybersecurity Practices to Protect Your Business
Follow these steps to build an effective program.
- Money Masterclass
Can a Private Equity Partner Help Grow Your Business?
Expert insights on building the right relationship with a PE partner.
- Trends & Strategies
Year-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
- Trends & Strategies
Divorce and Illiquid Assets: Strategies for Moving Forward
How to split private business interests in divorce.
- Money Masterclass
Keeping the Family Business in the Family
Five strategies to preserve your family business for future generations.
- For Advisors
2021 Wealth Planning Symposium: Advisor Benchmarking Report
Professional advisors share insights on key themes transforming the wealth planning landscape.
- Money Masterclass
Does Placing Your Business in Trust Mean Giving Up Control?
Strategies for striking a balance between trustee duty and family control.
- Money Masterclass
Making Philanthropy Part of Your Leadership Succession Plan
How to make philanthropy part of succession planning.
- Money Masterclass
Retiring Into Philanthropy: Strategies For Business Owners
Make the shift from corporate to individual philanthropy.
- Trends & Strategies
Understanding the QSBS Tax Exemption
An under-utilized opportunity offers big tax savings.
- Money Masterclass
Transitioning from Business Owner to Wealth Owner
Will you be able to meet your post-sale cash flow needs?
- Money Masterclass
Family Business: The Keep or Sell Decision
Decide whether to keep or sell your family business.
- Money Masterclass
8 Ways to Strengthen Your Board of Directors
Build an effective board for your private business.
- Money Masterclass
5 Components of a Successful Succession Plan
Help your business thrive through a succession plan.
- Money Masterclass
Common Reasons Business Sale Transactions Fail
Avoid common pitfalls that derail the sale of a business.
- Money Masterclass
Preparing the Next Generation to Lead the Business
Prepare the next generation to lead your company.
- Money Masterclass
Staying Involved in Your Business After You Sell
Employee, board member, consultant, or shareholder?
- Money Masterclass
Family Business: Hiring and Working with Family
Five strategies to preserve your family business for future generations.
- Trends & Strategies
The 2022 Business Owner Benchmark Report
Gain insight on the most pressing challenges and opportunities facing business owners.
- For Advisors
Understanding the QSBS Tax Exclusion
Capital gain tax benefits for qualified small business stock.
- Money Masterclass
Spotlight: Maximizing the Sale of a Family Business
How Northern Trust helped a family maximize a business sale.
- Trends & Strategies
Update: 2024 Supreme Court Decisions and Business Owners
Understand how recent rulings impact tax and regulations.
- Money Masterclass
How One Couple Successfully Sold Their Family Business
Coordinated advice helps guide a successful and confident transition
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.