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
 

Fiduciary and Trust

 
.
 
 
 
 
 
 
 
 
.

Discover the benefits that a century of fiduciary experience can deliver to your family office

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
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 offer a comprehensive range of offshore trust services in both the Cayman Islands and Bailiwick of Guernsey. We have been serving our Latin American client base through our Northern Trust Cayman International, Ltd. entity for over 20 years and are one of the largest providers of trust services in Guernsey.

Jeff Kauffman

Jeff Kauffman

President, Global Family & Private Investment Offices
person icon
View Profile
.
Hide Profile
Jeff Kauffman

Jeff Kauffman

President, Global Family & Private Investment Offices
 
Jeff Kauffman is President of our Global Family & Private Investment Office group. Jeff took on this role effective April 1, 2012. This group was formed by recombining our Wealth Management groups in Chicago and EMEA as well as including the International Wealth Advisory business in Miami.

Prior to this role, Jeff was President of Northern Trust’s Wealth Management business in the Northeastern United States, serving in that position since April, 2006, and he also led 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.

Learn More

 
 

Serving Families of Substantial Wealth

In a feature article in Barron’s Penta, Jeff Kauffman, President of Global Family & Private Investment Offices, shares his insights on the trends he’s seeing with ultra-high-net-worth clients, and the ways in which Northern Trust is rising to the challenge to meet those needs.
.
 
Read the latest edition of Wealth Magazine
Read the latest edition of Wealth Magazine, now optimized for all devices including smartphones and tablets.
.
 
 
 
 
 
 
 
.