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
Experience
Wealth Advisor
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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