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Secrets of Enterprising Families
The Northern Trust Institute
12 episodes
2 months ago
Why are some families successful at building and sustaining their wealth, generation after generation? Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next. In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives. Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years. Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning. Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.
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Investing
Kids & Family,
Business,
Parenting
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All content for Secrets of Enterprising Families is the property of The Northern Trust Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Why are some families successful at building and sustaining their wealth, generation after generation? Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next. In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives. Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years. Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning. Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.
Show more...
Investing
Kids & Family,
Business,
Parenting
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When Children Arrive: Preparing for the Unexpected
Secrets of Enterprising Families
30 minutes
10 months ago
When Children Arrive: Preparing for the Unexpected

In this episode, we explore the financial and legal steps essential for starting or expanding a family. From naming guardians to establishing education funds and creating a solid estate plan, we discuss the key strategies for protecting your family’s future.


Our conversation is guided by Stacy Singer, the National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, who combines her professional expertise with personal experience as a parent of two adopted children. Together, we look at how thoughtful planning can provide security, stability, and a strong foundation for generations to come.

In this episode, you will learn:

  • [02:00] Essential steps to prepare for the arrival of a child
  • [07:32] Strategies for estate planning
  • [14:02] Considerations for nontraditional families
  • [23:06] How to provide ongoing support for adult children

Want to continue the conversation?

  • More on Northern Trust’s Secrets of Enterprising Families
  • More on Stacy Singer
  • Reach out to your Northern Trust advisor 

Remember to subscribe to Secrets of Enterprising Families to stay connected as we dive deeper into the strategies that empower families to manage wealth across generations. Don’t miss our next episode, where we’ll explore creating a wealth plan.

Secrets of Enterprising Families
Why are some families successful at building and sustaining their wealth, generation after generation? Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next. In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives. Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years. Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning. Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.