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- Who We Serve
- What We Do
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Wealth Management
Financial Education for Families
Successful wealth management requires a fundamental understanding of personal finance, investing and estate planning.
At a Glance
Our Essentials Curriculum is designed to educate and empower learners of all ages to efficiently manage their resources now and in the future.
You made things very understandable and helped my daughter see things she should be thinking about now and in the future. She was very comfortable with you and said she felt more confident as a result of realizing she can comprehend (the dreaded) financial information.
Northern Trust Client
Since 2018
Kids and Money
Director of Family Education & Governance Amy Szostak and Director of Women & Wealth Steph Wagner discuss how parents can prepare their children to effectively manage wealth in the future through modeling behavior, leveraging teachable moments and financial education.
Kids and Money
3 min
How Our Essentials Program Works
DESIGN A CUSTOM FINANCIAL EDUCATION PROGRAM FOR YOUR FAMILY
Private, in person or virtual sessions
Learn in a low-pressure environment and ask questions without reservation.
Customized Curriculum
Personalized learning experiences are tailored to your family’s unique learning objectives and needs.
Practical Life Skills
Gain valuable financial knowledge through real life examples and useful take aways
Multigenerational Learning
Empowers learners of all ages on the basics of personal finance. Recommended for ages 16-96.
Essentials Curriculum
Explore our curriculum of Essentials courses to build a financial education plan that addresses knowledge gaps and prepares your family to effectively manage wealth.
Personal Finance Courses
Money and Meaning
Explore how “money messages” impact financial decisions and facilitate a healthy dialogue around wealth.
Basic Financial Concepts
Understand the time value of money, interest rates, inflation and the power of compounding.
Spending and Saving
Develop a plan for spending and saving that aligns with your values and goals.
Credit
Learn why credit is important, how to use credit cards responsibly and how to build credit.
Retirement 101
Understand the importance of saving for retirement, the differences between retirement accounts and common mistakes.
Behavioral Finance
Learn how emotions impact financial behavior and how to avoid common behavioral biases
Information Security and Identity Protection
Explore strategies to protect against cyber risks and responsibly manage your social media presence.
Credit
Learn why credit is important, how to use credit cards responsibly and how to build credit.
Investing Courses
Investing 101
Understand the basics of investing, including the relationship between risk and return, volatility, asset classes and the importance of diversification.
Investing 201
Dive deeper into asset class performance, the importance of a long-term outlook and common investor mistakes.
Estate Planning Courses
Estate Planning Basics
Understand considerations around your will, trusts and powers of attorney to help you create your estate plan.
Understanding Trusts
Learn trust fundamentals, such as the roles and responsibilities of grantors, trustees and beneficiaries.
Transfer Taxes
Better understand how gift, estate and generation-skipping taxes work in practice.
Why Northern Trust
The Right Expertise, When You Need It
Specialty Areas
Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deep bench of experts across 40+ specialty areas.
Best Private Bank
Our longstanding commitment to service excellence is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank 13 of the last 16 years.
Years
We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.
Services
A breadth of services to help your family manage wealth
Connect with an advisor to schedule your one-on-one education session.
Wealth Planning Advisory Services
Comprehensive advisory services to help achieve your vision for success at each stage of life.
Trust and Estate Services
Modern fiduciary expertise to preserve and protect your wealth and legacy.
The Northern Trust Institute
Money Masterclass
Make informed decisions by building your knowledge on financial concepts and principles.
Our Leadership
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Develop Essential Financial Skills
Let us design a custom financial education program for your family.