Welcome to The Institute: Pamela Lucina from Northern Trust

Please join us in welcoming Pam Lucina as the newest advisory board member at The UHNW Institute! Pam is currently the chief fiduciary officer and leader of the Trust & Advisory Practice at Northern Trust, possessing nearly 30 years of experience in financial services. Her expertise touches upon many different facets, including wealth, tax, philanthropic and business owner planning, as well as next generation education, governance and global family office matters. As part of the advisory board, we are excited to have Pam utilize her strong background to help members better understand the latest wealth planning techniques, especially how to tackle the human side of UHNW family dynamics. Learn more about her experience and expertise below.

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.

 

About Pamela Lucina: Pam is the chief fiduciary officer for Northern Trust and leads their Trust & Advisory Practice. As president of The Northern Trust, Pam works to assist clients and Northern Trust partners in achieving their goals through the use of world class tools and techniques while keeping an eye on the human element of wealth and family dynamics. Click here to read her entire bio and here to view her on LinkedIn.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry