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Wealth Management

Products & Services

We bring the breadth and depth of the firm to your unique situation.

Unlike other wealth managers who focus primarily on investing, we view wealth management more broadly and provide expertise across all areas of your financial plan.

Products & Services

OPTIMIZE YOUR WEALTH PLAN

Work with our advisors to build a custom plan that will help you achieve what matters most to you.

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Wealth Planning Advisory Services

Comprehensive advisory services to help achieve your vision for success at each stage of life.

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Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

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Investing

Investment strategies to help you confidently achieve your needs, goals and aspirations.

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Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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Business Owner Services

Specialized expertise to help ensure business owners succeed across their entire journey.

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Global Family & Private Investment Offices

Enterprise-wide support for family offices, foundations, private trust companies and private investment companies.

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Foundations and Endowment Services

Investment and advisory services for foundations, endowments and other nonprofit institutions.

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UNIQUELY POSITIONED TO SERVE YOU

Drawing from more than

130 yrs

of experience advising wealthy families

We serve

30 %

of the Forbes 400 Wealthiest Americans

Trustee for more than

30 k

fiduciary accounts

Insights

STAY INFORMED

MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
Estate PlanningNavigating Trustee SelectionYour wealth transfer plan’s success depends on the trustee.Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
Car on a winding road.The Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Explore Insights

Leadership

OUR EXPERTS

Pam Lucina

Pam Lucina

President, The Northern Trust Institute

Paul Lee

Paul Lee

Chief Tax Strategist

Marguerite Griffin

Marguerite Griffin

Director of Philanthropic Advisory Services

Steph Wagner

Steph Wagner

Director of Women & Wealth

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Achieve What Matters Most

Work with our advisors to build a custom plan that will help you navigate change with confidence.