Secrets of Enterprising Families

Secrets of Enterprising Families

Lessons from the Fiduciary Trenches

Pam Lucina

Northern Trust

1.0 CLE General Credit and 1.0 CFP CE approval pending

CPA CPE attendance certificates provided

Thank you to our sponsor...

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Pam Lucina is the Chief Fiduciary Officer for Northern Trust and leads their Trust & Advisory Practice.  As President of The Northern Trust Institute, Pam works to assist clients and Northern Trust partners in achieving their goals through the use of world class tools and techniques while keeping an eye on the human element of wealth and family dynamics. 

Prior to joining Northern, Pam was with BNY Mellon where she held the national role of Executive Director for their Wealth Management Advice, Planning and Fiduciary Services practice.  Before that she was with JPMorgan providing wealth and estate planning services, and also spent 10 years in private practices as a tax consultant with Arthur Andersen, and in the trusts and estates departments of both Levin Schreder and Mayer Brown law firms.

Pam has a strong background in wealth, tax, philanthropic and business owner planning; she also brings expertise in next generation education, governance and global family office matters. 

She is a recognized leader and speaker within the Estate and Trust legal community.

She is a Fellow of the American College of Trust and Estate Counsel (ACTEC).  Pam is a member of the National Services Leadership Team, and the Wealth Management Executive Leadership Team. These groups oversee the direction of our Wealth Management Business.

Pam earned her bachelor’s degree from Marquette University in Business Administration and Management (BS) and her Doctor of Law (JD), Taxation from DePaul University.

Pam is a member of the Board of Trustees for the Lincoln Park Zoo, and a member of the Planned Giving Board for The Hadley School for the Blind. She is a frequent speaker and has been featured on CNBC & Bloomberg, and quoted in Dow Jones, New York Times, Wall Street Journal, Financial Times, Barron’s, Forbes, MarketWatch, Crain’s Chicago Business, U.S. News & World Report & Business Insider.

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com.