x
Your preference has been saved. Remove your saved preference.
You must supply both a username and a password to login.
You must supply a username, password and token to login.
Sign on
Passport secured login icon  
 
Wealth Management
Asset Management
Asset Servicing
Insights & Research
About Northern Trust
Search go
Click to close drop down menu.
 
Click to close drop down menu.
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.
Click to close drop down menu.
 
Northern Trust Logo
 

Trustee & Fiduciary Services

 
.
 
 
 
 
 
 
 
 
.

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.
 
Dan Lindley

Dan Lindley

Managing Director, Global Family & Private Investment Offices, EMEA
person icon
View Profile
.
+44 (0)20 7982 2000
.
Hide Profile
Dan Lindley

Dan Lindley

Managing Director, Global Family & Private Investment Offices, EMEA
 
Daniel Lindley is Managing Director of the Global Family & Private Investment Offices Group, EMEA & APAC. Dan also serves as the Chief Fiduciary Officer for Northern Trust’s international private client business, which is legally sitused through trust affiliates in the Bailiwick of Guernsey and the Cayman Islands.

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.
Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
person icon
View Profile
.
+44 (0)20 7982 2000
.
Hide Profile
Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
 

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).

.
 
 
 
 
 
 
 
.

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.