Family Wealth Management

 
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Family Wealth Management

   
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A secure, efficient and interactive means of managing family finances and communication
Family Passport integrates data from both Northern Trust and other assets, including custody, trust, banking, investment management, investment partnerships, and brokerage accounts, to provide a complete picture of your family's financial landscape. A Windows-based tool, it allows you to track assets and view a total balance sheet of your consolidated assets right on your PC.

View globally integrated accounting, performance and investment data

  • Customizable report formats
  • Summary and detailed reports
  • Timely inquiry responses
  • Continuous quality checks for data accuracy
  • Download consolidated asset data to your Family Office accounting software

Perform transactions online

  • Multiple layers of security ensure that your data is protected
  • Access proprietary research from Northern Trust economists to help guide your financial decisions
  • View real-time news and stock quotes
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