2021 Wealth Planning Symposium: Advisor Benchmarking Report | Northern Trust 2021 Wealth Planning Symposium: Advisor Benchmarking Report | Northern Trust
Skip to content

2021 Wealth Planning Symposium: Advisor Benchmarking Report

Share

Share this article on FacebookShare this article on XShare this article on LinkedinShare this article via EmailPrint this article

The past year has challenged all of us — personally and professionally — in profound ways that will have a lasting impact on the way we work, learn and come together as a community to solve problems.

As advisors to high-net-worth clients, we are at a pivotal moment where we must adapt to a rapidly evolving landscape to better serve our clients.

At The Northern Trust Institute’s inaugural Wealth Planning Symposium in April 2021, we surveyed more than 170 estate planning attorneys, accountants, fiduciaries and other professional advisors to high-net-worth individuals and families.

In the resulting report, we share insights from these leaders in our industry, who are in the trenches advising clients. It is our hope that by sharing these insights on key themes transforming the wealth planning landscape, we can continue to work together to position our clients for success.

2021 WEALTH PLANNING SYMPOSIUM

Advisor Benchmarking Report

Learn advisor insights on trends in wealth planning.

For Advisors

Explore Ways to Partner with Us

Let's collaborate to deepen relationships with clients and create solutions to help them achieve their goals.

Disclosures

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Related Articles

  • Check
    Navigate to Avoiding Scammers Posing as the IRS
    Tax News You Can Use

    Avoiding Scammers Posing as the IRS

    Knowing how the IRS contacts taxpayers can weed out scams

  • Check
    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.

  • Check
    Navigate to 2025 Business Owner Benchmark
    Trends & Strategies

    2025 Business Owner Benchmark

    Find out what strategies business owners are pursuing for 2025.

  • Check
    Navigate to Make Your Impact, While Achieving Your Financial Goals
    Trends & Strategies

    Make Your Impact, While Achieving Your Financial Goals

    What difference do you want to make?

Explore Specialized Advice

    Slide 1 of 5
  • Check
    Navigate to Business Owner

    Business Owner

  • Check
    Navigate to Executive

    Executive

  • Check
    Navigate to Multigenerational Families

    Multigenerational Families

  • Check
    Navigate to Elevating Women

    Elevating Women

  • Check
    Navigate to Family Offices

    Family Offices