Northern Trust Wealth Management

Brigid Chepkoech is the CEO of Northern Trust Wealth Management. To contact Brigid Chepkoech email at [email protected].

The decision makers in Northern Trust Wealth Management are Alejandro Hernandez, Ann Cameron, Carolyn Kief, etc. Click to Find Northern Trust Wealth Management decision makers emails.

Goals-Driven Wealth Management is a personalized approach that focuses on understanding your unique ambitions and financial objectives. At Northern Trust, we begin with a comprehensive discussion to identify your goals, whether they involve investing in your family’s future, pursuing philanthropic endeavors, or planning for retirement. Our team then crafts a tailored wealth management strategy that aligns with your aspirations, utilizing our expertise in investment management, estate planning, and specialized advisory services to help you achieve your objectives.

Northern Trust offers a wide range of investment management services designed to meet the diverse needs of our clients. These include portfolio management, asset allocation strategies, risk management, and investment research. Our approach is customized to align with your financial goals, whether you are an individual investor, a family office, or an institution. We leverage our extensive market knowledge and investment expertise to create strategies that aim for optimal performance while managing risk.

Northern Trust provides comprehensive philanthropic services to help clients navigate their charitable giving strategies. We work with you to define your philanthropic goals, identify causes that resonate with you, and develop a structured giving plan. Our services include establishing donor-advised funds, managing charitable trusts, and providing guidance on tax-efficient giving. We aim to enhance the impact of your philanthropy while ensuring that it aligns with your overall wealth management strategy.

Family Office Solutions at Northern Trust are designed for high-net-worth families seeking comprehensive wealth management services. These solutions encompass investment management, estate planning, tax optimization, and family governance. Families can benefit from our expertise in managing complex financial situations, ensuring the preservation and growth of wealth across generations. Our dedicated team works closely with families to address their unique needs and goals, providing a holistic approach to wealth management.

Northern Trust offers a variety of specialized advisory services tailored to meet the unique needs of our clients. These services include risk management consulting, investment strategy development, and financial planning. Our advisors work collaboratively with clients to assess their financial situations, identify opportunities, and develop strategies that align with their long-term goals. Whether you are an individual, family, or institution, our specialized advisory services are designed to provide insights and guidance to enhance your financial well-being.

Northern Trust provides comprehensive trust and estate planning services to help clients navigate the complexities of wealth transfer and legacy planning. Our team of experts works with you to create customized estate plans that reflect your wishes and ensure the smooth transition of assets to future generations. We offer guidance on trust structures, tax implications, and regulatory considerations, helping you to minimize tax liabilities and maximize the impact of your legacy. Our goal is to provide peace of mind and clarity in your estate planning journey.