Statement of Involvement in Estate Planning
In my role at Northern Trust, I advise our high-net-worth clients on their wealth management, and trust/estate planning needs. Our firm is one of the largest trust companies globally and can support clients by acting as corporate trustee. My focus is understanding our client's needs, making sure they are leveraging all of the needed Northern Trust resources, as well as coordinating their external advisors which includes, estate planning attorneys and CPAs.
