Family Wealth Management

 
 
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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
 
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Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
 
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Learn about asset servicing solutions including corporate banking, cross-border pooling, execution services, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
 
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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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