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2021 Wealth Planning Symposium: Advisor Benchmarking Report

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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

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

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Wealth transferEstate planningTaxesInvestingESGDivorceFamily business

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.

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