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Money Masterclass

Make informed decisions by building your knowledge on financial concepts and principles.

Featured Insights

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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 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 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 How One Family Instilled Purpose in Their Wealth Plan
    Case Study

    How One Family Instilled Purpose in Their Wealth Plan

    Avoid family conflict with a new approach to wealth planning.

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    Navigate to Funding Education: Know Your Options
    Money Masterclass

    Funding Education: Know Your Options

    Explore your options for funding education.

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Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.

Explore All Money Masterclass Insights

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    Navigate to Succession Stories
    Money Masterclass

    Succession Stories

    Lessons learned from former family office CEOs.

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    Navigate to Engaging the Rising Generation
    Money Masterclass

    Engaging the Rising Generation

    Prepare future family leaders for success.

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    Navigate to Optimizing the Family Office Tech Stack
    Money Masterclass

    Optimizing the Family Office Tech Stack

    Family offices gather data from a wide variety of investments across an expanding range of asset types.

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    Navigate to Attracting and Retaining Talent in Family Offices
    Money Masterclass

    Attracting and Retaining Talent in Family Offices

    Attract and retain top talent to set your family office up for success.

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    Navigate to Mitigating Cyber Risks In Family Offices for Long-Term Security
    Money Masterclass

    Mitigating Cyber Risks In Family Offices for Long-Term Security

    Protect family data with strong cybersecurity practices.

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    Navigate to Money and the Mind
    Money Masterclass

    Money and the Mind

    Stan Treger is using psychology to help others understand “the why” behind their money story.

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    Navigate to College-Bound Planning: Key Financial and Health Care Decisions
    Money Masterclass

    College-Bound Planning: Key Financial and Health Care Decisions

    Understand key financial and healthcare planning decisions for families of college-bound students.

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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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    Navigate to Money & Meaning
    Money Masterclass

    Money & Meaning

    Exploring our complex relationship with wealth.

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    Navigate to The Entrepreneur's Trust
    Money Masterclass

    The Entrepreneur's Trust

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

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    Navigate to Wealth Planning for Couples Without Children
    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 Five Ways to Make Year-End Philanthropic Conversations Meaningful
    Money Masterclass

    Five Ways to Make Year-End Philanthropic Conversations Meaningful

    A guide to discussing philanthropy with your family.

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    Navigate to Strategies for 2023 Year-End Charitable Giving
    Trends & Strategies

    Strategies for 2023 Year-End Charitable Giving

    Make the most of your charitable donations.

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    Navigate to Should I Hire an Investment Bank to Sell My Business?
    Money Masterclass

    Should I Hire an Investment Bank to Sell My Business?

    Learn the benefits of hiring an investment bank when selling your business.

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    Navigate to Building Relationships and Wealth Together
    Money Masterclass

    Building Relationships and Wealth Together

    Psychological research on love and prosperity.

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    Navigate to Funding Education: Know Your Options
    Money Masterclass

    Funding Education: Know Your Options

    Explore your options for funding education.

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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 Money May Not Buy Happiness. But Purpose Can.
    Money Masterclass

    Money May Not Buy Happiness. But Purpose Can.

    Find a common purpose today by developing a vision of future success.

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    Navigate to Can a Private Equity Partner Help Grow Your Business?
    Money Masterclass

    Can a Private Equity Partner Help Grow Your Business?

    Expert insights on building the right relationship with a PE partner.

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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 How Will You Fund Your "Next Big Thing"?
    Money Masterclass

    How Will You Fund Your "Next Big Thing"?

    A framework to raise capital for new opportunities.

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    Navigate to Executive Spotlight: Have You Planned for the Possibility of Disability?
    Money Masterclass

    Executive Spotlight: Have You Planned for the Possibility of Disability?

    Minimize the impact of potential disability for your family and wealth.

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    Navigate to How to Invest with Less Bias
    Markets

    How to Invest with Less Bias

    Keep common investment biases from impacting results.

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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 Divorce & Real Estate: Avoiding a Tax Surprise
    Money Masterclass

    Divorce & Real Estate: Avoiding a Tax Surprise

    Align assets and goals with expert analysis.

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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 Taking Flight: Evaluating Your Private Travel Options
    Money Masterclass

    Taking Flight: Evaluating Your Private Travel Options

    Understand when private jet travel makes sense for you.

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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 Retiring Into Philanthropy: Strategies For Business Owners
    Money Masterclass

    Retiring Into Philanthropy: Strategies For Business Owners

    Make the shift from corporate to individual philanthropy.

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    Navigate to Spending in Retirement: Planning for Withdrawals
    Money Masterclass

    Spending in Retirement: Planning for Withdrawals

    Learn how to balance optimal asset allocation with your withdrawal needs.

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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 Research Findings: How Executives Make Wealth Decisions
    Money Masterclass

    Research Findings: How Executives Make Wealth Decisions

    Research reveals executives’ financial decision making process.

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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 Transitioning from Business Owner to Wealth Owner
    Money Masterclass

    Transitioning from Business Owner to Wealth Owner

    Will you be able to meet your post-sale cash flow needs?

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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 Rethink Giving: Newer Ways to Make an Impact
    Money Masterclass

    Rethink Giving: Newer Ways to Make an Impact

    Explore new charitable giving opportunities.

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    Navigate to 8 Ways to Strengthen Your Board of Directors
    Money Masterclass

    8 Ways to Strengthen Your Board of Directors

    Build an effective board for your private business.

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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 Financial Mistakes Women Make During the Divorce Process
    Money Masterclass

    Financial Mistakes Women Make During the Divorce Process

    Take steps to avoid common high net worth pitfalls.

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    Navigate to Maximizing Executive Compensation
    Money Masterclass

    Maximizing Executive Compensation

    Navigate the intricacies of your executive compensation.

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    Navigate to Cash Flow: Planning to Fund Major Purchases
    Money Masterclass

    Cash Flow: Planning to Fund Major Purchases

    Cash-flow management strategies for the C-suite.

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    Navigate to Executive Tax Reference Guide
    Money Masterclass

    Executive Tax Reference Guide

    Optimize tax treatment for executive compensation.

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    Navigate to Personal Risk Management: Protecting What Matters Most
    Money Masterclass

    Personal Risk Management: Protecting What Matters Most

    Protect your financial security and well-being.

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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 Building Your Wealth Management Team
    Money Masterclass

    Building Your Wealth Management Team

    Assemble a team of advisors for the executive journey.

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    Navigate to Understanding Your Executive Employment Agreement
    Money Masterclass

    Understanding Your Executive Employment Agreement

    Learn common characteristics of compensation, restrictions and provisions.

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    Navigate to What You Can Learn From My Divorce
    Money Masterclass

    What You Can Learn From My Divorce

    Navigate the challenges of a high net-worth divorce.

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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 Relocate Successfully
    Money Masterclass

    How to Relocate Successfully

    Consider all aspects of relocation, from health care to tax.

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    Navigate to Mitigating Concentration Risk Through Diversification
    Money Masterclass

    Mitigating Concentration Risk Through Diversification

    Understand the risks of single stock concentration.

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    Navigate to Who Do You Want On Your Divorce Team?
    Money Masterclass

    Who Do You Want On Your Divorce Team?

    Build the right professional team to guide you through divorce.

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    Navigate to Preparing the Next Generation to Lead the Business
    Money Masterclass

    Preparing the Next Generation to Lead the Business

    Prepare the next generation to lead your company.

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    Navigate to First Financial Steps for the Newly Single
    Money Masterclass

    First Financial Steps for the Newly Single

    Position yourself to financially thrive in your next chapter.

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    Navigate to Staying Involved in Your Business After You Sell
    Money Masterclass

    Staying Involved in Your Business After You Sell

    Employee, board member, consultant, or shareholder?

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    Navigate to Family Business: Hiring and Working with Family
    Money Masterclass

    Family Business: Hiring and Working with Family

    Five strategies to preserve your family business for future generations.

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    Navigate to Overcoming Obstacles to Financial Conversations
    Money Masterclass

    Overcoming Obstacles to Financial Conversations

    Prepare the next generation for financial responsibility.

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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 Prepare for Unexpected Health Costs
    Money Masterclass

    Prepare for Unexpected Health Costs

    Explore three ways to go beyond primary insurance to protect your lifestyle.

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    Navigate to Prepare to Navigate Medicare
    Money Masterclass

    Prepare to Navigate Medicare

    Find answers to common questions about the benefit.

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    Navigate to 11 Best Practices for Nonprofit Directors
    Money Masterclass

    11 Best Practices for Nonprofit Directors

    Become a more effective nonprofit leader.

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    Navigate to Joining a Nonprofit Board? Know Your Fiduciary Duties
    Money Masterclass

    Joining a Nonprofit Board? Know Your Fiduciary Duties

    Recognize common pitfalls before they happen.

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    Navigate to The Family Vacation Home: Planning for the Future
    Money Masterclass

    The Family Vacation Home: Planning for the Future

    Prepare yourself, your estate and your family for the future.

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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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    Navigate to Estate Planning Strategies to Help Avoid Disaster
    Money Masterclass

    Estate Planning Strategies to Help Avoid Disaster

    Keep the family peace and help ensure your wishes are carried out.

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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 4 Steps to Help You Take Charge of Your Financial Life
    Money Masterclass

    4 Steps to Help You Take Charge of Your Financial Life

    Discover key steps for your next financial chapter.

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    Navigate to Building Consensus: Addressing Behavioral Biases
    Money Masterclass

    Building Consensus: Addressing Behavioral Biases

    Recognizing behavioral investment biases helps build consensus among investment committees.

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    Navigate to Discovering New Possibilities
    Money Masterclass

    Discovering New Possibilities

    Learn how one woman moved past worry and is confidently guiding her financial future.

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    Navigate to Spotlight: Maximizing the Sale of a Family Business
    Money Masterclass

    Spotlight: Maximizing the Sale of a Family Business

    How Northern Trust helped a family maximize a business sale.

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    Navigate to Planning with Purpose
    Money Masterclass

    Planning with Purpose

    Partnering on a new approach to wealth planning.

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    Navigate to Strategies to Support Growing Families
    Money Masterclass

    Strategies to Support Growing Families

    Adapt to meet the evolving needs of a growing family.

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    Navigate to Selecting a Financial Advisor
    Money Masterclass

    Selecting a Financial Advisor

    What qualities should wealthy individuals look for in a financial advisor?

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    Navigate to Do You Need a Co-Trustee?
    Money Masterclass

    Do You Need a Co-Trustee?

    Evaluate the benefits of having a co-trustee.

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    Navigate to Solving for Illiquidity in Divorce
    Money Masterclass

    Solving for Illiquidity in Divorce

    Illiquid assets present a significant challenge in high-net-worth divorces.

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    Navigate to Navigating International Family Office Trends
    Money Masterclass

    Navigating International Family Office Trends

    Leverage global opportunities to meet your client’s complex needs.

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    Navigate to Successful Wealth Transfer Starts with Conversations
    Money Masterclass

    Successful Wealth Transfer Starts with Conversations

    Insights on Successful Wealth Transfer.

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    Navigate to Guiding Effective Investment Decision-Making
    Money Masterclass

    Guiding Effective Investment Decision-Making

    How an investment policy statement drives more than just investments.

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    Navigate to Passing Down More than Money
    Money Masterclass

    Passing Down More than Money

    Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

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    Navigate to Social Security Strategy Planning: 10 Questions to Ask
    Money Masterclass

    Social Security Strategy Planning: 10 Questions to Ask

    Key questions to help maximize your Social Security benefits.

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    Navigate to Kids and Money
    Money Masterclass

    Kids and Money

    How parents can prepare their children to manage wealth.

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    Navigate to The Purpose Trust
    Money Masterclass

    The Purpose Trust

    Learn how a relatively new vehicle allows a business to be owned by its purpose.

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    Navigate to Divorce and The Liquidity Crunch
    Money Masterclass

    Divorce and The Liquidity Crunch

    Ways to strategically use credit during divorce.

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    Navigate to How One Couple Successfully Sold Their Family Business
    Money Masterclass

    How One Couple Successfully Sold Their Family Business

    Coordinated advice helps guide a successful and confident transition

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    Navigate to Modern Trust Provisions
    Money Masterclass

    Modern Trust Provisions

    Evolve your clients’ trusts and wills with these 26 provisions.

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    Navigate to Secrets of Enterprising Families Podcast
    Money Masterclass

    Secrets of Enterprising Families Podcast

    Nikè Anani and Eric Czepyha share strategies that enterprising families use to navigate pivotal life events.

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    Navigate to Women in Philanthropy
    Money Masterclass

    Women in Philanthropy

    Answers to the top questions on establishing a philanthropic legacy.

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    Navigate to Funding your Lifestyle and Ambitions
    Money Masterclass

    Funding your Lifestyle and Ambitions

    Our goals-based approach helps you make critical financial decisions and do more with your wealth.

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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 the legacy of your family business for future generations.

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    Navigate to Tipping the Scales: Balancing Private & Public Investments
    money masterclass

    Tipping the Scales: Balancing Private & Public Investments

    Make informed decisions by building your knowledge on financial concepts and principles.

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    Navigate to Interstate Relocation Checklist
    money masterclass

    Interstate Relocation Checklist

    Consider all aspects of relocation, from health care to tax.

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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 Avoiding Financial Mistakes in Divorce
    Money Masterclass

    Avoiding Financial Mistakes in Divorce

    Learn common financial mistakes women make in divorce and how to avoid them.

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    Navigate to How Will You Fund Your "Next Big Thing?"
    money masterclass

    How Will You Fund Your "Next Big Thing?"

    A framework to raise capital for new opportunities.

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    Navigate to Five Ways to Make Year-End Philanthropic Conversations Meaningful
    Family Philanthropy

    Five Ways to Make Year-End Philanthropic Conversations Meaningful

    A guide to discussing philanthropy with your family.

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    Navigate to How a Vesting Event Revealed Flaws in an Executive's Estate Plan
    Case Study

    How a Vesting Event Revealed Flaws in an Executive's Estate Plan

    Refining an estate plan to address concentrated equity risk.

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    Navigate to A Gift for Today and Tomorrow
    Down Market Opportunities

    A Gift for Today and Tomorrow

    Giving a hands-on lesson in investing.

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    Navigate to A Family Shares the Value of Education Among Generations
    Down Market Opportunities

    A Family Shares the Value of Education Among Generations

    Jumpstarting education saving with a strategic gift.

Explore Specialized Advice

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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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