Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login
The Northern Trust Institute

Insights for Multigenerational Families

Create cohesive visions for wealth management across generations with expert advice.

THE JOURNEY ACROSS GENERATIONS

Successful multigenerational wealth management is often elusive. Navigate generational divides and build a plan for future generations by understanding the challenges and establishing a process.

Step 01

Align

Strategies to enhance family unity, governance and financial acumen.

Step 11

Prepare

Advice to protect, preserve and grow your wealth for generations to come.

  • Check
    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.

  • Check
    Navigate to Passing Down More than Money
    Money Masterclass

    Passing Down More than Money

    Study: Gain greater peace of mind and family harmony with a goals-driven approach to wealth management.

  • Check
    Navigate to Navigating Trustee Selection
    Money Masterclass

    Navigating Trustee Selection

    Your wealth transfer plan’s success depends on the trustee.

  • Check
    Navigate to Transfer Wealth Purposefully with a Statement of Intent
    Money Masterclass

    Transfer Wealth Purposefully with a Statement of Intent

    Set your family up for success by sharing your intentions.

Step 21

Engage

Insights to create a lasting family legacy across generations.

Subscribe to Receive Our Insights

Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.

Explore Specialized Advice

  • Check
    Navigate to Business Owner

    Business Owner

  • Check
    Navigate to Executive

    Executive

  • Check
    Navigate to Elevating Women

    Elevating Women

  • Check
    Navigate to Family Offices

    Family Offices

Case Study: How a Vesting Event Revealed Flaws in an Executive’s Estate Plan

Refining an estate plan to address concentrated equity risk.

Read the Case Study

PARTNER WITH US

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.