Northern Trust

Wealth Managers

Spotlight TableCaliforniaHigh Net Worth 2021 View ranking table

Chambers Review

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The Northern Trust team in California is "knowledgeable about intergenerational wealth management," according to one source, while another adds: "They are really good about helping with closely held businesses or real estate."

Sources also note that "they built their own in-house financial planning software that does things no one else does and is really helpful to clients."

Key contact:

Tim Geraghty, Northern California Region President

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