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The Northern Trust Institute

Insights for the Modern Executive

Executives face unique planning needs at each stage of their careers. Make the most of each stage with expert advice.

The Executive Journey

From building your team to navigating concentration, developing a plan for the executive journey demands expertise and comprehensive planning.

Step 01

Build Your Wealth

To create a strong foundation for your wealth plan, you need the right team and a nuanced understanding of the opportunities and complexities you are likely to encounter.

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    Navigate to Disability Insurance: Is Your Coverage Enough?
    Trends & Strategies

    Disability Insurance: Is Your Coverage Enough?

    Company plans can leave high-earners with a coverage gap.

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    Navigate to Research Findings: How Executives Make Wealth Decisions
    Money Masterclass

    Research Findings: How Executives Make Wealth Decisions

    Research reveals executives’ financial decision making process.

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    Navigate to Executive Women Survey: Insights on Finance and Home Life
    Trends & Strategies

    Executive Women Survey: Insights on Finance and Home Life

    Women executives share their thoughts on investing and home life.

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    Navigate to Understanding Your Executive Employment Agreement
    Money Masterclass

    Understanding Your Executive Employment Agreement

    Learn common characteristics of compensation, restrictions and provisions.

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    Navigate to Building Your Wealth Management Team
    Money Masterclass

    Building Your Wealth Management Team

    Assemble a team of advisors for the executive journey.

Step 11

Navigate Concentration

Executive compensation packages present potential for significant wealth accumulation, but come with a unique set of challenges. Build your plan to maximize prosperity and security.

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    Navigate to Executive Spotlight: Have You Planned for the Possibility of Disability?
    Money Masterclass

    Executive Spotlight: Have You Planned for the Possibility of Disability?

    Minimize the impact of potential disability for your family and wealth.

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    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    Trends & Strategies

    Preparing for IPO-Generated Wealth:Your Questions Answered

    Learn how your company’s IPO may affect your financial plan.

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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

    Follow these steps to navigate the financial aspects of your move.

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    Navigate to Mitigating Concentration Risk Through Diversification
    Money Masterclass

    Mitigating Concentration Risk Through Diversification

    Understand the risks of single stock concentration.

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    Navigate to Cash Flow: Planning to Fund Major Purchases
    Money Masterclass

    Cash Flow: Planning to Fund Major Purchases

    Cash-flow management strategies for the C-suite.

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    Navigate to Executive Tax Reference Guide
    Money Masterclass

    Executive Tax Reference Guide

    Optimize tax treatment for executive compensation.

Step 21

Prepare for Transitions

With change comes choices. Work toward securing the well-being of those closest to you and supporting the causes you care about with tailored advice.

    Slide 1 of 5
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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

    Follow these steps to navigate the financial aspects of your move.

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    Navigate to How Will You Fund Your "Next Big Thing"?
    Money Masterclass

    How Will You Fund Your "Next Big Thing"?

    A framework to raise capital for new opportunities.

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    Navigate to How to Relocate Successfully
    Money Masterclass

    How to Relocate Successfully

    Consider all aspects of relocation, from health care to tax.

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    Navigate to Incorporating Family Well-Being In Your Plan
    Money Masterclass

    Incorporating Family Well-Being In Your Plan

    Prepare your family for challenges they could encounter.

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    Navigate to Legacy Planning: Supporting Family and Causes
    Money Masterclass

    Legacy Planning: Supporting Family and Causes

    Know your options for gifting to family and charitable causes.

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    Family Offices

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Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.