Amy Szostak

Director at Northern Trusts

Speaker

Working with Northern Trust’s wealthiest client base, Amy E. Szostak 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 serves to empower clients not only to successfully manage their wealth today, but to develop the stewardship skills to flourish long into the future.

Prior to her current role, Amy served as the Chief Fiduciary Officer for the Global Family and Private Investment Office Group, where she oversaw the fiduciary client base in the U.S., Cayman Islands and Bailiwick of Guernsey.

Amy is an attorney and a Senior Vice President who is an active member of STEP (Society of Estate and Trust Practitioners), a Certified Trust and Financial Advisor (CTFA), a Certified Investment Management Analyst (CIMA®), and obtained her STEP Certification in International Trust Management in 2017.