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Director of Family Education and Governance at Northern Trust Company
Director of Family Governance and Education · Northern Trust Family Office Technology
Amy Szostak — Director of Family Governance and Education · Northern Trust Family Office Technology · Greater Chicago Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Amy has 30+ years of experience in helping multigenerational families successfully navigate sustainable wealth transfers. She works with families to find shared meaning and a vision of collective success. By engaging across generations, she helps families build open communication channels, sharpen joint decision-making skills, and find a common purpose empowering families to manage their wealth today and cultivate their stewardship skills needed to flourish long into their future.
Specialties: Multigenerational Wealth Transfer, Estate Planning, Succession Planning, Family Financial Education, Family Governance and Family Office.
Experience
Director of Family Education and Governance, SVPCurrent
Northern Trust · Chicago, IL
Apr 2019 – Present
Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth. She works with families to identify their goals, develop a common purpose, create a framework for decision making, execute succession plans, deliver financial literacy curriculum and cultivate a growing appreciation for the impact of wealth beyond the balance sheet. All of this to empower clients to not only successfully manage their wealth today, but to develop the stewardship skills to flourish long into the future.