Secrets of Enterprising Families Case Study

Secrets of Enterprising Families is a behind-the-scenes look at how successful families manage wealth, values, and legacy across generations. Hosts Nikè Anani and Eric Czepyha dig into the real-life strategies families use to navigate major life transitions—like marriage, business succession, or raising the next generation. Each episode shares research-backed insights and practical lessons drawn from more than 130 years of Northern Trust experience.

The podcast is produced for Northern Trust Wealth Management, part of the Northern Trust Institute. Known for blending expert research with real-world outcomes, the Institute helps clients make smarter, more confident financial decisions. They offer actionable insights at every stage of a family's journey, from wealth creation to legacy planning.

After seeing success with The Road to Why, Northern Trust launched Secrets of Enterprising Families to go even deeper into the family business experience. They returned to partner with Lower Street, trusting our story-driven expert content production.

This Secrets of Enterprising Families case study shows how Northern Trust expanded their podcast strategy to deepen client relationships and thought leadership.

Secrets of Enterprising Families at a Glance

• Company: Northern Trust Wealth Management

• Producer: Ryan Sutton of Lower Street

• Launch Year: 2024

• Format: Interview

• Category: Investing

The Development and Production

Northern Trust knew there was a gap in resources for families working to sustain wealth and legacy across generations. Secrets of Enterprising Families was built to fill that space—with real strategies, not just general advice. They wanted a podcast that paired practical, research-driven insights with relatable stories families could actually learn from.

Hosted by Nikè Anani and Eric Czepyha, each episode tackles pivotal moments like marriage, raising children, or selling a business. The structure is tight: expert interviews, real-world examples, and clear takeaways, all backed by Northern Trust’s decades of research and advisory work.

Lower Street helped create a show that feels professional, but still personal. They helped prep guests, and outline the episodes, as well as providing a polished production. 

Secret Lives of Enterprising Families: Achievements

The show features a great guest line up. Listeners will hear from nationally recognized experts in wealth planning, family governance, and business succession—adding serious credibility from day one.

It also extends the insights from Northern Trust’s companion book, Secrets of Enterprising Families, turning 130 years of advisory experience into a broader, multimedia educational platform. Since launch, the podcast has received strong engagement across Northern Trust’s network and the wider business community, earning positive feedback and building momentum in the family wealth space.

Secret Lives of Enterprising Families Case Study: Conclusion

After seeing success with The Road to Why, Northern Trust launched Secrets of Enterprising Families as a natural next step. Designed as a companion to their book of the same name, the podcast brings 130 years of advisory experience to a wider audience. With help from Lower Street, they created a polished, expert-driven show that strengthens client relationships and extends their leadership in family wealth strategy.