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Family Office

   
Innovative solutions for managing generational wealthA specialized division within Northern Trust, The Wealth Management Group® is dedicated to providing comprehensive and flexible financial solutions to families and individuals of substantial wealth. With decades of experience in servicing investors and their family offices, we combine technology and institutional capabilities with a tradition of personalized service to meet our clients’ complex financial needs.
 
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Managing significant wealth brings both tremendous opportunity and responsibility for individuals, families and family office executives. Addressing issues of generational wealth requires the right partners, and as a recognized family wealth specialist, Northern Trust is the choice for those requiring a proactive partner with world-class capabilities. Our comprehensive financial solutions are designed to help you grow, preserve and manage your wealth.

Today Northern Trust works with approximately 22 percent of Forbes 400 families. Our Wealth Management Group, composed of experts from each of our core service areas, is dedicated to providing comprehensive financial solutions to meet the unique needs of families and individuals of significant wealth and their family offices.

We have experience in creating custom wealth management solutions for families who:

  • Implement sophisticated, multiple manager investment programs 
  • Require consolidated reporting 
  • Employ a family office

Education and Networking
Clients enjoy networking and educational opportunities among more than 385 Wealth Management Group families, which include an annual client conference and regional family member and family office executive networking groups, as well as secure online networking communities.

Global Asset Servicing
Unmatched, innovative solutions providing control, security and comprehensive reporting.
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Technology Solutions
A comprehensive platform of web-based tools and capabilities.
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Investment Advisory and Performance Reporting
Customized solutions ensure quality investment performance.
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Private Finance and Banking
Rely on our comprehensive services for the needs of your family, family office, partnerships and closely-held businesses.
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Fiduciary and Trust
Discover the benefits that a century of fiduciary experience can deliver to your family.
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Our Expert
Douglas Regan
President, The Wealth Management Group
 
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Douglas Regan
President, The Wealth Management Group
 
Douglas P. Regan is President of the Wealth Management Group at The Northern Trust Company, Chicago, Illinois.

Prior to this role, Doug served as Chairman and Chief Executive for the Southeast Region of Northern Trust, NA. He was responsible for 25 offices throughout Florida and the office in Atlanta, Georgia.

From January 1999 to February 2003 he served as President of the Palm Beach and Martin County Region for Northern Trust Bank of Florida. Prior to January 1999, he served as the Managing Executive in Boca Raton and head of the Trust and Investment Management Sales Group for Palm Beach and Martin Counties. Before joining the Boca Raton office he served in various capacities in the Trust and Banking Departments in Chicago and Oakbrook Terrace, Illinois.

Doug joined The Northern Trust Company in 1985. He was named an Officer in March 1989, a Second Vice President in July 1991 and a Vice President in April 1993. He earned a Bachelor of Arts degree from the University of Notre Dame and a law degree from the Chicago Kent College of Law. He has instructed at the National Trust School at Northwestern University and in the master’s program at the Graduate School of Business Administration at the University of Notre Dame. Prior to joining the Bank, Doug worked on U.S. Senator Dan Quayle’s staff in Washington D.C.

Doug currently serves on the Board of The Old Town School in Chicago. Doug served on the boards of the Kravis Center for the Performing Arts; the Harid Conservatory; the United Way of Palm Beach County; and the Miami Art Museum. He was the Campaign Chair for United Way of Palm Beach County for 2002-2003.

 
 
Wealth magazine
Read our Wealth Magazine Spring 2010 edition.
Wealth Passport
Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.