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  • Northern Trust
  • A strategic book for families who think generationally
  • Exclusive wealth planning advice book
Northern Trust_SecretsofEnterprisingFamilies-156_2560x1700px

Summary

The Northern Trust Institute asked Echo to create a book of insights for individuals and families managing significant wealth. The result was Secrets of Enterprising Families, a modern (and readable!) guide to values, legacy, and financial fluency.

Read the backstory
The book exceeded all our expectations. Most importantly, it has helped attract new clients, and given our advisors a unique and powerful tool to deepen their relationships in measurable ways with our existing clients.
Steven FradkinPresident, Northern Trust Wealth Management
The book has, in fact, been a great success – clients not only appreciate it themselves but are requesting additional copies to share with their children.
Angela GholsonHead of Marketing, Wealth Management

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