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The notable increase in consumer prices has sparked concerns around the effect of inflation on investor’s portfolios, wealth plans, and ability to fund goals. For investors, the best offense remains a good defense, and it is not too late to revisit your portfolio with an eye toward protection against the impact of inflation. We answer nine qu...

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...

In this outlook of forward-looking perspectives, experts provide specific, timely advice on how to articulate your unique vision for your wealth across key societal and financial themes for 2022 and beyond.

The U.S. House of Representative passed the Build Back Better Act, the second component of the White House’s ambitious spending plan, on November 19, 2021. Among the most significant provisions in the Act is a new broad-based surcharge of up to 8% on high-income individuals, trusts, and estates. An analysis on the surcharge impact and other k...

The global economy faced a high degree of difficulty in 2023, but it earned high marks with continued growth, labor markets remaining strong, and declining inflation amid the ongoing expansion. The soft-landing narrative has considerable allure, but the three-year-old expansion is vulnerable. Higher interest rates are exacting an increasing toll, a...

While the banking stress has largely subsided after the collapse of Silicon Valley Bank, there’s expectations of uneven trajectories of economic growth and inflation that will continue to drive market volatility. Learn what this will mean for asset allocation in this Investment Perspective.

With the ever-evolving nature of international tax, the non-U.S. resident or non-U.S. citizen with activities in the United States (referred to as “inbound” activities) and their U.S. advisors should become aware of fundamental, international tax principles to avoid the unintended application of U.S. tax. This guide serves as a res...

Most of the time when families gather, the focus is purely social—reconnecting, reminiscing, and “rest and relaxation” as a group. Occasionally, family members may also gather for limited financial management tasks, such as settling a loved one’s estate, or planning for how to manage shared assets such as land or a family va...

No matter how many times an entrepreneur has started a business, challenges abound. The marketplace is fickle in picking winners and losers, and any ego boost from other successes must be checked at the door of the new venture. But the challenges doesn’t stop many entrepreneurs from taking on multiple startup experiences. That’s increas...

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...