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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.
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 and responsible for the leadership of our EMEA business. 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 an MA degree, with honors, 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.