Success in wealth management is not achieved in isolation or by a single jack-of-all-trades. It is the result of cohesive collaboration between wealth advisers and other key specialists, such as trusts and estates attorneys, tax attorneys, corporate and securities attorneys and family law attorneys. At Northern Trust, my team and I champion a holistic approach. We believe that fostering strong relationships and promoting teamwork leads to optimal outcomes for high-net-worth individuals and multi-generational families.

A Comprehensive Approach

To fully address a client’s financial landscape, no detail can be overlooked. Whether it’s assisting with investments or planning for future generations, the goal is to provide a seamless and integrated service that covers various areas of required expertise. This comprehensive approach is increasingly relevant for individuals relocating both domestically and internationally, where understanding regional state tax laws becomes crucial. We build a team of professionals, including local experts and attorneys, to ensure that clients remain compliant and optimized in their new environment. This ensures that all financial affairs are in order. Effective wealth management encompasses banking, investments, tax planning and estate planning. To provide tailored, impactful advice, it’s essential to understand the intricacies of family dynamics, cash flow needs, tax implications, and specific long-term financial goals.

Teamwork Drives Results