Northern Trust in Santa Barbara, CA is a leading provider of holistic wealth management services, catering to individuals, families, privately held businesses, family offices, and foundations and endowments. With over 130 years of experience and serving some of the wealthiest Americans, their advisors offer unparalleled insight into wealth management complexities. Known for their innovative technology and expertise in financial planning, including banking, investments, tax management, and philanthropy, Northern Trust is backed by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise.
At Northern Trust Santa Barbara, their team of experts provides flexible lending and cash management services, portfolios grounded in robust research, fiduciary expertise for trust and estate services, specialized advice and services for special assets, goal-based planning and advice, and guidance for business expansion and succession planning. With a focus on personalized solutions and a deep understanding of their clients' needs, Northern Trust Santa Barbara is committed to helping individuals and businesses preserve, protect, and grow their wealth.
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