Nine Year-End Planning Tips for HNW ClientsNine Year-End Planning Tips for HNW Clients

2021 has been another year of momentous change, motivating many high-net-worth individuals and families to reflect on their lives and reevaluate their long-term wealth plan. We asked our experts at The Northern Trust Institute, “What is one thing you would advise clients to do prior to the end of 2021 to best position themselves in the new year?” Here are the top nine tips we received.

Pamela Lucina is chief fiduciary officer at Northern Trust and president of The Northern Trust Institute.