Dedicated to the complex needs of international family offices, wealthy individuals and their family foundations.
Established over 30 years ago, the Global Family & Private Investment Offices (GFO) group is a dedicated boutique practice within Northern Trust’s Wealth Management business. The group focuses on providing tailor-made investment, fiduciary, custody, financial reporting and investment advisory solutions to ultra-high-net-worth individuals and their families, family offices as well as charities, foundations and endowments.
Our family office clients implement sophisticated investment programs, utilise multiple internal, external, domestic and global money managers, require complex reporting and often do work within the framework of a family office to manage and oversee a variety of financial needs and wealth transfer strategies.
Within the GFO group we foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and global capabilities which are tailored to the distinct needs of our clients.
Northern Trust’s strategic focus on our clients and our core business has not wavered for over 125 years. Our heritage gives us an unparalleled insight into the needs of our clients and to this day we adhere to the same principles upon which we were founded by the Smith Family – Service, Expertise and Integrity.
Based in London, Daniel Lindley is Managing Director for the EMEA Region for the Global Family & Private Investment Offices Group within Northern Trust. Dan also serves as the Chairman of the Board of Directors, and as Chief Fiduciary Officer, for Northern Trust’s Guernsey trust affiliate, Northern Trust Fiduciary Services (Guernsey) Limited.
Dan joined Northern Trust in 2005 and for the next seven years served as President of The Northern Trust Company of Delaware, whose assets under administration grew from virtually nothing to more than $10 billion during his tenure. Prior to joining Northern Trust, Dan was Managing Director and Trust Counsel at U.S. Trust Company of Delaware.
Dan began his career as a lawyer in private law practice in Delaware, initiating his career with Potter Anderson & Corroon and later as an equity partner in the Delaware offices of Duane Morris LLP and Reed Smith LLP. Over a period that spanned 25 years, 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.
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 International Bar Association and the Society of Trust and Estate Practitioners (STEP). Dan is also a member of the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the American Bar Association. Dan is the former Board Chair of the Blood Bank of Delmarva, Inc., a leading supplier of blood and blood products in the Mid-Atlantic region of the U.S
Lesley is Senior Director for the Global Family and Private Investment Offices group. Based in London she is a member of the EMEA Wealth Management Executive.
Prior to assuming this position, Lesley served for 5 years as the Managing Director of Northern Trust’s Guernsey trust affiliate, Northern Trust Fiduciary Services (Guernsey) Limited. She continues to serve as a Director of this entity.
Lesley joined Northern Trust in 1995 to establish a portfolio management capability outside of the United States, before leading the client servicing teams for both Securities Lending and Northern Trust Asset Management.
Lesley serves as a director to Northern Trust Guernsey Limited, Northern Trust Cayman International Limited and to a number of client company boards.
Lesley has a M.A. degree, with honors, in accountancy and economics from the University of Dundee, Scotland and holds an Investment Management Certificate (IMC).
As of 30th September 2014
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