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Fiduciary and Trust

 
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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.

David W. Fox

David W. Fox

President, Global Family & Private Investment Offices
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David W. Fox

David W. Fox

President, Global Family & Private Investment Offices
 

Dave Fox is President of the Global Family & Private Investment Offices Group and a member of the Operating Group of The Northern Trust Company. Prior to this role, Dave was Executive Vice President and Head of the Americas, Corporate & Institutional Services, with responsibility for all Northern Trust’s institutional businesses in North & South America. Along with those duties, Dave was Chairman of the Northern Trust Company, Canada, Chairman of the Americas Business Oversight Committee, and the Americas Executive Management Committee.

Dave joined Northern Trust in 2012 after 25+ years at J.P. Morgan in New York and London, where he was Vice Chairman of Investment Banking, a member of the firm’s Investment Banking Management Committee, and CEO of Midwest Investment Banking. Dave’s prior experience at J.P. Morgan included roles as head of investment banking for various global industry sectors (transportation, shipping, industrials, chemicals and real estate). During his career he has advised clients on numerous M&A, restructuring and capital raising activities.

Dave holds a B.S.F.S. from Georgetown University and has an M.B.A. in Finance from Columbia University’s Graduate School of Business. He serves on the Board of the Ann & Robert H. Lurie Children’s Hospital of Chicago, and the Goodman Theatre.

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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.
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Read the latest edition of Wealth Magazine
Read the latest edition of Wealth Magazine, now optimized for all devices including smartphones and tablets.
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