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Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the impor...

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives. The practical advice ...

Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage those assets in their own lives leaves the true process of sharing wealth incomplete and subject to real, but avoidable, risks. In this guide, you’ll find ways t...

In this special report, Northern Trust experts provide policy analysis for each potential United States election result—as well as steps that can be taken to prepare for all outcomes. Read the report for insights into planning for Divided Government, Unified Democratic, Unified Republican, and Delayed or Contested results. Along with having a goals...