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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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.
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Trustee & Fiduciary Services

 
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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 deep 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
  • Maintaining asset titles and inventory (custody)
  • Provision of trustee services, in accordance with the governing trust deed
  • Reviewing, maintaining and protecting 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 relationships with family advisors
  • Completion and submission of appropriate company and trust tax returns
  • Preparation of financial statements
  • Managing marketable and closely-held assets
  • Exercising of discretion on behalf of beneficiaries
  • Foundation management
  • Investment management consistent with our fiduciary duties
  • Investment compliance
  • Management of building, content, vehicle and employee insurance

Our team:

  • Meets with families and advisors to understand their needs
  • Structures asset holdings in order to meet those needs
  • Manages liquidity to ensure  the structure operates efficiently
We offer these services in multiple locations, and are attuned to the offshore needs of our clients. We are one of the largest providers of trust services in Guernsey and offer a comprehensive range of offshore services to our families.
 
Daniel Lindley

Daniel Lindley

Managing Director, Global Family & Private Investment Offices, EMEA
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Daniel Lindley

Daniel Lindley

Managing Director, Global Family & Private Investment Offices, EMEA
 

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 Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
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Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
 

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).

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Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.