Funding Your ‘Next Big Thing’

A 2022 study of high-net-worth investors conducted by The Northern Trust Institute found nearly 60% of non-retirees may be interested in acquiring a direct investment in the next 10 years. Further, among those with more than $25 million in investable a…

2022 Wealth Planning Outlook: Wealth, Redefined

As anticipated, new strains of the coronavirus continue to emerge, yet we now have, at least, blueprints for mitigating outbreaks. A number of significant societal developments fueled by the COVID-19 crisis are now, we believe, part of our culture. …