Northern Trust Unveils “Secrets of Enterprising Families”
12 Março 2024 - 10:00AM
Business Wire
New book for clients shares insights that
foster lasting wealth across generations, grounded in Northern
Trust Institute research
Northern Trust today announced the launch of Secrets of
Enterprising Families, a 300-page book exclusively available to
clients, prospects and professional advisors. The book draws from
Northern Trust’s 135 years of experience serving many of the
world’s most affluent families. Secrets provides insight into the
nuances of wealth planning and management for multigenerational
families, entrepreneurs, family businesses and others, and
comprehensively explores the behaviors and practices essential for
optimizing wealth during key phases of life.
“As a confidant and advisor for over a century to enterprising
families across several generations, Northern Trust has developed a
differentiated and well-researched vantage point on wealth planning
and optimization,” Northern Trust Wealth Management President
Steven Fradkin said. “The book distills our insights into
meaningful guidance aimed at enhancing clients' financial wellbeing
and offers a rare peek into the ‘secrets’ and unique strategies
that multigenerational families continue using to prepare
themselves for life’s most significant moments.”
Secrets of Enterprising Families seeks to empower current and
future generations with the confidence and clarity necessary to
navigate pivotal moments in life and answers some of the most
fundamental and difficult questions such as:
- At what age should I share my estate plan with my family?
- What if I share too much too soon?
- Where do I start?
“Secrets of Enterprising Families rebuffs professional jargon
and provides real-life examples of how families have implemented
wealth planning and philanthropic strategies in a manner that
successfully fosters entrepreneurialism and transfers a growth
mindset,” said Pam Lucina, Chief Fiduciary Officer, Northern Trust.
“It also answers the ‘how,’ regardless of your starting point. Each
chapter of Secrets provides insights on how to approach wealth
planning through different chapters of their lives—from marriage
and parenthood, to divorce and retirement. I am delighted to see
Northern Trust’s unique expertise brought to life throughout the
book.”
Key themes addressed within the book include:
- Preparing families to successfully transfer wealth
- Helping executives and business owners address the challenges
and opportunities of running, selling and transferring ownership of
their businesses
- Developing comprehensive strategies for cash-flow planning and
achieving a fulfilling retirement
- Crafting philanthropic and charitable giving plans for current
and future generations.
To learn more about Secrets of Enterprising Families, please
connect with the media contact provided.
Northern Trust Wealth Management offers holistic wealth
management services for affluent individuals and families, family
offices, foundations and endowments, and privately held businesses.
It is recognized for its innovative technology, service excellence
and depth of expertise, with $402.5 billion in assets under
management as of December 31, 2023. The Northern Trust Company is
an Equal Housing Lender. Member FDIC.
About The Northern Trust Institute
The Northern Trust Institute is a research center dedicated to
providing affluent families with actionable insights grounded in
real-world outcomes. More than 175 experts collaborate to analyze
behavioral patterns, identify proven strategies and cultivate
feedback, bringing the breadth of our firm’s expertise to each
situation.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider
of wealth management, asset servicing, asset management and banking
to corporations, institutions, affluent families and individuals.
Founded in Chicago in 1889, Northern Trust has a global presence
with offices in 24 U.S. states and Washington, D.C., and across 22
locations in Canada, Europe, the Middle East and the Asia-Pacific
region. As of December 31, 2023, Northern Trust had assets under
custody/administration of US$15.4 trillion, and assets under
management of US$1.4 trillion. For more than 130 years, Northern
Trust has earned distinction as an industry leader for exceptional
service, financial expertise, integrity and innovation. Visit us on
northerntrust.com. Follow us on X (formerly Twitter) @NorthernTrust
or Northern Trust Corporation on LinkedIn.
Northern Trust Corporation, Head Office: 50 South La Salle
Street, Chicago, Illinois 60603 U.S.A., incorporated with limited
liability in the U.S. Global legal and regulatory information can
be found at https://www.northerntrust.com/terms-and-conditions.
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Doug Holt Northern Trust (312) 557-1571 Doug.Holt@ntrs.com
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