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Wealth Planning

 
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With Wealth Comes Complexity

As your wealth grows so does the complexity of your finances, which requires thoughtful consideration and a coordinated strategy to help you achieve your goals.

With 125 years of working with affluent individuals and families, our clients benefit from the perspective and guidance of experienced professionals who help anticipate opportunities and navigate the many dimensions of wealth management planning:

Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel
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Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel
 

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients, their families and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.

Throughout Suzanne’s more than 30 year career she has worked closely with her clients developing wealth planning solutions tailored to their particular circumstances. Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration.

Suzanne is a Fellow of the American College of Estate and Trust Counsel, an Academician of The International Academy of Estate and Trust Law and an adjunct professor in the Tax Program at Northwestern University Pritzker School of Law. A frequent speaker and author, she has been quoted in publications such as the Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions, including selection for inclusion in Best Lawyers in America in Trusts and Estates.

Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation (LLM) from the DePaul University College of Law in 1997.

In the civic community, Suzanne is passionate about providing access to higher education and career mentoring. She has served on the Boards of Directors and Executive Committees of Gads Hill Center, the Chicago Coalition of Women’s Initiatives in Law, Chicago Scholars, a college access program for high potential urban students, and a Trustee and member of the Executive Committee of Hope College.

Suzanne is a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association and the International Society of Trust and Estate Practitioners.

James A. Ciarlette II

James A. Ciarlette II

Senior Vice President, Wealth Planning Advisory Services
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James A. Ciarlette II

James A. Ciarlette II

Senior Vice President, Wealth Planning Advisory Services
 

Jim is a manager in Wealth Planning Advisory Services. In his role, Jim oversees the Family Education and Governance, Philanthropy, Business Owner Consulting and Wealth Transfer disciplines. He also works closely with Tax Counsel to address tax related issues affecting IRAs, Charities, Trusts and client reporting.

Jim previously managed Global Client Tax Services. In that role Jim directly oversaw managers of multiple client tax units including fiduciary income tax, global family office tax, personal tax, charitable tax, corporate and institutional tax and related tax support functions. Jim participates in the development of processes for the unit to ensure compliance with federal and state taxing authorities and manages the compilation, analysis, and production of internal management reports. Prior to that, Jim managed the Global Family Office Tax Services team and the Fiduciary Income Tax Services team, which were responsible for reviewing and preparing annual 1099 statements, agency letters, and trust and partnership tax returns for those groups’ respective clients. Jim also managed the Tax Technology team, the group responsible for the workflow, process and tracking of all tax department functions. Jim began his management career at Northern by managing the Personal Tax Service team, which is responsible for preparing and reviewing clients’ income tax and gift tax returns.

Jim began his career at Northern Trust as a tax technician within the Personal Tax Department.

Prior to joining Northern Trust Jim worked ten years in public accounting with Clifton Gunderson LLC in Joliet.

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Wealth Planning Insights

Sharing our collective experience to help you develop practical planning strategies.
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