Signature Client Servicing

 
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Signature Client Servicing

   
An integrated approach to managing your wealth and assuring your satisfactionNorthern Trust has over a century of experience providing imaginative solutions, knowledgeable staff and unmatched service. The result is an uncommonly high level of client satisfaction—96% percent of Wealth Management Group clients report that they are satisfied or very satisfied with their Northern servicing staff.
 
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Yet we continually strive to boost this even higher, seeking our clients' feedback and suggestions via our Wealth Management Group Advisory Board, client satisfaction surveys, and education and networking conferences. Here's how we work to assure your satisfaction

Responsive, prompt attention

  • Every client is assigned a Wealth Management Team which includes a Relationship Manager, Account Manager and Technology Consultant as well as optional team members including an Investment Consultant, Performance Analyst, Portfolio Manager and  Personal Banker.  Your Relationship Manager, experienced in working with high-net-worth families, serves as your chief point of contact.  
  • Our teams oversee fewer than twelve clients, allowing for responsive, confidential attention. 
  • Your daily servicing team and our senior management create a service plan customized to achieve your goals.

Flexible solutions

  • Flexibility is one of Northern Trust's strengths. Take advantage of as many or few of our services as you choose, depending on which are relevant to your situation. 
  • Your Relationship Manager will serve as your guide to all of the knowledge, services, and specialists we have to offer.
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Our Expert
Jeff Kauffman
CEO, Global Family & Private Investment Offices
 
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Jeff Kauffman
CEO, Global Family & Private Investment Offices
 
Jeff Kauffman is Chief Executive Officer of our Global Family & Private Investment Office group. Jeff took on this role effective April 1, 2012. This group was formed by recombining our Wealth Management Groups in Chicago and EMEA as well as including the International Wealth Advisory business in Miami.

Prior to this role, Jeff was President and Chief Executive Officer of Northern Trust’s Personal Financial Services business in the Northeastern United States, serving in that position since April, 2006, and he also lead our international Wealth Management business in the EMEA Region since August, 2010. Previously, he served as President of our Greater New York area business for 3 years. He joined Northern Trust in 2003 from Goldman, Sachs and Co., where he worked from 1992 to 2003 and held several managerial roles, including Managing Director, Co-Head of the financial institutions group within the Fixed Income, Currencies and Commodities division. Mr. Kauffman originally joined Northern Trust in 1984 and held several roles in the commercial banking and corporate finance areas.

Mr. Kauffman holds a Bachelor’s degree in economics from DePauw University and a Master’s degree in finance and marketing from Northwestern University’s Kellogg Graduate School of Management. He holds NASD Series 7 and 63 licenses.

Mr. Kauffman serves on the Board of Governors of the Museum of Arts & Design in New York City, the Board of Trustees of the American Ballet Theatre in New York City, and the National Foundation for Advancement in the Arts. Mr. Kauffman is a former member of the Board of Directors of The American Red Cross in Darien, Connecticut.
 
 
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