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Articles related to

Wealth transfer

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    Navigate to 2025 Business Owner Benchmark
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    2025 Business Owner Benchmark

    Find out what strategies business owners are pursuing for 2025.

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    Election 2024

    Election 2024: Plan, and Prepare for All Outcomes

    Scenario analysis: Planning strategies for each election result.

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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 How One Family Instilled Purpose in Their Wealth Plan
    Money Masterclass

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

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    Money Masterclass

    The Entrepreneur's Trust

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

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    Money Masterclass

    Wealth Planning for Couples Without Children

    Planning considerations for modern families.

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    Navigate to Working Together on Passive Income and Estate Planning Goals
    Money Masterclass

    Working Together on Passive Income and Estate Planning Goals

    The sale of an interest in commercial real-estate among relatives unlocks value.

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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 Tools to Transfer Values with Wealth
    Money Masterclass

    Tools to Transfer Values with Wealth

    Maintain family harmony with these wealth transfer tools.

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    Navigate to Take Your Dream to Sea: Financing a Yacht Purchase
    Money Masterclass

    Take Your Dream to Sea: Financing a Yacht Purchase

    Successful projects marry expert planning with passion.

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    Navigate to Valuing, Appraising and Transferring Your Art Collection
    The Art of Collecting

    Valuing, Appraising and Transferring Your Art Collection

    Understand the financial implications of transferring your collection to family or charity.

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    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

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    Navigate to Managing Stock Concentrations at Every Life Stage
    For Advisors

    Managing Stock Concentrations at Every Life Stage

    Managing executive stock concentration is a top challenge for advisors.

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    Navigate to Keeping the Family Business in the Family
    Money Masterclass

    Keeping the Family Business in the Family

    Five strategies to preserve your family business for future generations.

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    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    Trends & Strategies

    Preparing for IPO-Generated Wealth:Your Questions Answered

    Learn how your company’s IPO may affect your financial plan.

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    Navigate to The Well-Prepared Family
    Money Masterclass

    The Well-Prepared Family

    Gain a complete view of your wealth, goals and intentions.

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    Navigate to Realize the Benefits of a Nevada Trust
    For Advisors

    Realize the Benefits of a Nevada Trust

    Explore legal and tax benefits afforded by state law.

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    Navigate to 2021 Wealth Planning Symposium: Advisor Benchmarking Report
    For Advisors

    2021 Wealth Planning Symposium: Advisor Benchmarking Report

    Professional advisors share insights on key themes transforming the wealth planning landscape.

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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

    Follow these steps to navigate the financial aspects of your move.

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    Navigate to Today's Top Tax and Estate Planning Techniques
    For Advisors

    Today's Top Tax and Estate Planning Techniques

    Practical advice to give clients the confidence to take action amid an uncertain future.

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    Navigate to Does Placing Your Business in Trust Mean Giving Up Control?
    Money Masterclass

    Does Placing Your Business in Trust Mean Giving Up Control?

    Strategies for striking a balance between trustee duty and family control.

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    Navigate to Planning with Purpose: Philanthropic Intent
    Money Masterclass

    Planning with Purpose: Philanthropic Intent

    Build an enduring legacy with intentional philanthropic planning.

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    Navigate to Making Philanthropy Part of Your Leadership Succession Plan
    Money Masterclass

    Making Philanthropy Part of Your Leadership Succession Plan

    How to make philanthropy part of succession planning.

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    Navigate to The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones
    Money Masterclass

    The Gray Remarriage: Avoid Accidentally Disinheriting Your Loved Ones

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

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    Navigate to Navigating Trustee Selection
    Money Masterclass

    Navigating Trustee Selection

    Your wealth transfer plan’s success depends on the trustee.

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    Navigate to Serving Clients In An Evolving Fiduciary Landscape
    For Advisors

    Serving Clients In An Evolving Fiduciary Landscape

    COVID-19 has made a lasting impact on almost everything, and trust management is no exception.

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    Navigate to Transfer Wealth Purposefully with a Statement of Intent
    Money Masterclass

    Transfer Wealth Purposefully with a Statement of Intent

    Set your family up for success by sharing your intentions.

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    Navigate to A Stress Test For Your Estate Plan
    Money Masterclass

    A Stress Test For Your Estate Plan

    Are there surprises lurking in your plan?

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    Navigate to Family Business: The Keep or Sell Decision
    Money Masterclass

    Family Business: The Keep or Sell Decision

    Decide whether to keep or sell your family business.

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    Navigate to Navigating Generational Divides
    Money Masterclass

    Navigating Generational Divides

    Establish a plan to manage wealth together.

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    Navigate to 5 Components of a Successful Succession Plan
    Money Masterclass

    5 Components of a Successful Succession Plan

    Help your business thrive through a succession plan.

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to Legacy Planning: Supporting Family and Causes
    Money Masterclass

    Legacy Planning: Supporting Family and Causes

    Know your options for gifting to family and charitable causes.

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    Navigate to Incorporating Family Well-Being In Your Plan
    Money Masterclass

    Incorporating Family Well-Being In Your Plan

    Prepare your family for challenges they could encounter.

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    Navigate to Common Reasons Business Sale Transactions Fail
    Money Masterclass

    Common Reasons Business Sale Transactions Fail

    Avoid common pitfalls that derail the sale of a business.

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    Navigate to How to Select the Right Estate Executor
    Money Masterclass

    How to Select the Right Estate Executor

    Learn how to select the executor of your estate.

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    Navigate to Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
    Trends & Strategies

    Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

    Build successful trustee-beneficiary partnerships.

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    Navigate to Making Decisions as a Family
    Trends & Strategies

    Making Decisions as a Family

    Expand your dialogue to make better decisions and communicate purpose.

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    Navigate to Modern Families Need Modern Estate Plans
    Trends & Strategies

    Modern Families Need Modern Estate Plans

    Work with your advisors to create a plan best suited to your family.

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    Navigate to 10 Questions for Finding the Right Estate Planner
    Money Masterclass

    10 Questions for Finding the Right Estate Planner

    Look for relevant experience and a good rapport.

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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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