Discover the benefits that a century of fiduciary experience can deliver to your family
Northern Trust has served generations of highly affluent families as fiduciary for their estates and trusts. As a result, Northern Trust has developed expertise in fiduciary oversight.
Rely on our experience and execution
Our expert staff take pride in executing your trustee, company and administration requirements.
Services include:
- Accurate, efficient trust operations and asset custody
- Provision of trustee services, in accordance with the Trust Deed
- Review, maintain and protect the trust by fulfilling all duties in line with the Trust Deed
- Company administration
- Expertise in selection and oversight of multiple managers
- Ongoing auditing and regulatory compliance
- Proactive working relationship with legal counsel
- Complete and submit appropriate company and trust tax returns
- Maintaining asset titles and inventory
- Ongoing, accurate fiduciary accounting
- Managing marketable and closely-held assets
- Exercising of discretion on behalf of beneficiaries
- Foundation management
- Offshore trusts
- Investment management consistent with our fiduciary duties to the income and remainder beneficiaries
- Investment compliance
- Management of building, content, vehicle and employee insurance
Our team:
- Review portfolio regularly for quality, performance and compliance with objectives
- Manage liquidity and assure daily reinvestment of cash
- Provide regular performance reviews
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Dan Lindley |
Dan Lindley
Dan spent 25 years in private law practice in Delaware, beginning his career in 1975 with Potter Anderson & Corroon and later as an equity partner in the Delaware offices of Duane Morris LLP and Reed Smith LLP. During that time, he assisted institutional clients with fiduciary product development and fiduciary litigation, as well as the enactment of Delaware legislation dealing with fiduciary law. In that role, he was the principal author in 1997 of the Qualified Dispositions in Trust Act, Delaware's asset protection trust statute, and the 1995 legislation repealing Delaware's Rule against Perpetuities.
Prior to joining Northern Trust in 2005, Dan was Managing Director and Trust Counsel at U.S. Trust Company of Delaware. During his four years at U.S. Trust, Dan was responsible for, among other things, the national development of U.S. Trust's Delaware trust business.
Dan holds a Juris Doctor degree from the University of Virginia School of Law and a Bachelor of Arts degree, magna cum laude, from Williams College. Admitted to the bars of the Supreme Court of the State of Delaware and the United States Supreme Court, Dan is a member of the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the American Bar Association. He is also a member of the Society of Trust and Estate Practitioners (STEP) and the Estates and Trusts Section of the Delaware State Bar Association.
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Charlotte Denton |
Charlotte Denton
Charlotte has sixteen years experience working in the financial services industry. She gained her A.C.A. qualification with KPMG before relocating to Guernsey for a position with Rothschild Trust Guernsey Limited as a Relationship Manager looking after ultra high net worth clients.
Her next role was with Barings where she led a team of Relationship Managers. She continued to work within the fiduciary services company through the acquisition by Northern Trust in 2005 and was appointed Managing Director of the Fiduciary Services Company in 2007.
She joined the London Wealth Management team in 2009 as Head of Client Services with responsibility for services provided to Single Family Offices, Foundations and Charities. In 2011 she was appointed to lead the Wealth Management team in London.
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Lesley Hodgson |
Lesley Hodgson
Lesley is the Managing Director of Northern Trust Fiduciary Services (Guernsey) Limited which has responsibility for the fiduciary, asset administration and custody for our family office, personal and institutional client base.
Prior to assuming her current responsibilities in May 2009, Lesley was most recently, Director of the International Asset Management Client Services group within Northern Trust Global Investments. Having joined Northern Trust in 1995 to establish a portfolio management capability for Securities Lending cash collateral, Lesley also managed the Global Cash Funds for a number of years creating a Portfolio Team, outside of the United States
Lesley has a M.A. degree, with honours, in accountancy and economics from the University of Dundee, Scotland and holds an Investment Management Certificate (IMC).
Wealth Passport
This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. For Asia-Pacific markets, it is directed to accredited investors, institutional investors, expert investors and professional investors only and should not be relied upon by retail investors. Northern Trust is authorised and regulated in the United Kingdom by the Financial Services Authority and in Ireland by The Financial Regulator under the Investment Intermediaries Act, 1995.
Northern Trust Global Services Limited. Registered in England 4795756. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT. Authorised and regulated by the Financial Services Authority in the United Kingdom.