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Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
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Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A field in the foreground with cranes in the background.InvestingEffective ESG: Align Your Portfolio With Your ValuesAlign your investments and values to achieve your financial goalsRead Article
Interstate Relocation Checklist Follow these steps to navigate the financial aspects of your move.Read Article
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A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
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Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

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Peter Mladina

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Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

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