Rely on our experience and execution
Our expert staff takes pride in executing your administrative, tax and accounting needs. Services include:
- Accurate, efficient trust operations and asset custody
- Expertise in selection and oversight of multiple managers
- Ongoing auditing and regulatory oversight
- Proactive working relationship with legal counsel
- Prepare trust tax returns and maintain tax costs
- Maintain asset titles and inventory
- Ongoing, accurate fiduciary accounting
- Manage marketable and closely held assets
- Exercise of discretion on behalf of beneficiaries
- Delaware and offshore trusts
- Depth of expertise in alternative investments
- Specialization in management of minerals, real estate, family business and farming as well as closely held assets such as limited partnerships
- Blind trusts for government officials and corporate directors
- Investment management consistent with our fiduciary duties to the income and remainder beneficiaries
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Jeff Kauffman |
Jeff Kauffman
Prior to this role, Jeff was President and Chief Executive Officer of Northern Trust’s Personal Financial Services business in the Northeastern United States, serving in that position since April, 2006, and he also lead our international Wealth Management business in the EMEA Region since August, 2010. Previously, he served as President of our Greater New York area business for 3 years. He joined Northern Trust in 2003 from Goldman, Sachs and Co., where he worked from 1992 to 2003 and held several managerial roles, including Managing Director, Co-Head of the financial institutions group within the Fixed Income, Currencies and Commodities division. Mr. Kauffman originally joined Northern Trust in 1984 and held several roles in the commercial banking and corporate finance areas.
Mr. Kauffman holds a Bachelor’s degree in economics from DePauw University and a Master's degree in finance and marketing from Northwestern University's Kellogg Graduate School of Management. He holds NASD Series 7 and 63 licenses.
Mr. Kauffman serves on the Board of Governors of the Museum of Arts & Design in New York City, the Board of Trustees of the American Ballet Theatre in New York City, and the National Foundation for Advancement in the Arts. Mr. Kauffman is a former member of the Board of Directors of The American Red Cross in Darien, Connecticut.
