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Who We Serve

Individuals & Families

Whatever your needs, from portfolio design to wealth transfer, you should feel confident you have an effective and resilient financial plan.

We take a uniquely personalized approach to helping you navigate changing market conditions and uncover new opportunities with your wealth.

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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Northern Funds

Provides a diverse range of mutual funds designed to meet various investment objectives and risk tolerances.

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FlexShares® Exchange

Offering investors innovative investment solutions designed to meet various financial goals.

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Why Northern Trust

The Right Expertise, When You Need It

135+
Years

We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.

Best Private Bank

Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 13 of the last 16 years.

40+
Specialty Areas

Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.

Insights

Timely perspectives and research

Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article

Contact Us

Work With Our Advisors

Request a meeting to build a custom plan that will help you navigate change with confidence.