Steven Boyd

Senior Wealth Advisor, Senior Vice President - The Northern Trust Company

Role
Wealth Advisor at Northern Trust
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Advisor

    Northern Trust

    Dec 2010 — Present · Seattle, WA, US

    Work with high and ultra high net worth individuals, and their professional advisors, to - Plan for their estates- Reduce or defer federal and/or state income, gift and estate taxes- Transition family businesses from one generation to the next; and - Protect, increase and transfer a family\'s intellectual, social and financial capital to younger generations and/or to charity.

Skills

  • Estate Planning
  • Personal Income Tax
  • Fiduciary Income Tax
  • Tax
  • Succession Planning
  • Compliance
  • High Net Worth Individuals
  • Trusts
  • Wealth Management
  • Estate Tax Planning
  • Income Tax
  • Retirement Planning
  • Strategic Financial Planning
  • Investments
  • Wealth
  • Management
  • Financial Planning
  • Asset Management
  • Asset Allocation
  • Financial Planners
  • Financial Analysis
  • Finance
  • Mergers & Acquisitions
  • Financial Advisory

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Steven Boyd — Wealth Advisor at Northern Trust in Seattle, WA, US | Unifers