- Tax PlanningDistinctive solutions designed around you Whatever your needs – from wealth transfer and tax planning to portfolio design – you should feel confident you have an effective and resilient long-term financial plan. We provide a personalized framework and take a holistic view to help you navigate changing market environments and uncover new opportunities to manage wealth.
- Investment ManagementNorthern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our success has been anchored in one purpose: to serve as our clients’ most trusted financial partner, guarding and growing their assets as though they are our own. Today, we are more than 23,000 employees strong around the globe, and manage more than $1.3 trillion in assets (as of March 31, 2023) for our clients.
- Mutual FundsWe are one of the world's largest asset managers, with approximately $1 trillion in assets under management. We construct innovative and efficient investment strategies that appropriately compensate investors for risk. Our services include mutual funds, ETFs, multi-asset solutions, retirement plan solutions and outsourced investment solutions.
- Wealth ManagementWe foster long-term relationships by offering an unparalleled combination of service, expertise and capabilities tailored to the needs of our clients. We know that families and family offices have unique attributes that require a distinctive service model. Their size, complexity, investment horizon and need for advanced technology architecture set them apart from the broader universe of wealth management clients. Our specialized expertise for family offices and cutting edge technology prepare us to serve our multi-faceted family client base including single family offices, high-net-worth individuals and families, private investment companies, family foundations and private trust companies.
- Accounting ServicesLearn about our interactive, cloud-based investment accounting services powered by SAP Financial Asset Management. Learn more here
- Financial PlanningFinancial planning is complex when your business is the primary source of your wealth. Explore advice that recognizes the unique challenges you face. Learn More
- Retirement PlanningInstitutions and individuals around the globe depend on us for our exceptional service, financial expertise, integrity and innovation. Whether we are working with a sovereign wealth fund seeking to benefit its nation's citizens, a pension plan responsible for the retirement savings of its participants, or a family aspiring to achieve its philanthropic aspirations, we empower our clients with unique insights, exceptional advice and meaningful solutions.
- Asset ManagementPoint of View offers timely commentaries, investment insights and research from the investment experts at Northern Trust Asset Management.