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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Global Asset Servicing


Unmatched, innovative solutions providing control, security and detailed reporting

With multiple money managers, asset classes and partnerships, managing and controlling the financial information of a prosperous family can be arduous and time-consuming. Working with a global asset servicing provider gives you greater control and security, as well as thorough, consolidated reporting of all assets.

Northern Trust’s Global Family & Private Investment Offices Group provides you not only worldwide reach — encompassing both domestic and global accounts — but also servicing of all asset classes. We have unmatched aggregation and reporting capabilities, all backed by a century-long tradition of focusing on our clients’ needs first.

Custody Services: Global Reach, Local Access

Working as central custodian, we focus on quality and capability, delivering processing efficiencies and scale in major and emerging markets.

We relieve you of clerical details by actively tracking balances and transactions, monitoring provider reports and fees, and providing your total balance sheet. As one of the top global custody providers in the world, Northern Trust delivers a range of services:

  • Standard and customizable reports for all investments and liabilities
  • Trade processing and reconciliations with individual managers
  • Automated cash sweeps
  • Sophisticated, web-based reporting for risk management, tax planning and performance analysis
  • Complete year-end tax information
  • Standard accounting for all transactions
  • Settling trades and safekeeping securities in more than 102 markets
  • Utilization of idle cash balances with cash investment and cash sweep capabilities in more than 19 currencies
  • Collection of dividend and income payments — income credited on payable date in 37 countries
  • Negotiation of minimum tax withholding and timely reclamation
  • Notification of corporate actions and proxies in 47 markets
  • Maximization of returns in foreign exchange
  • Lending global securities with one of the largest lending pools in the marketplace
  • Reporting in both base and local currencies, customized to meet a client’s specific reporting needs
  • Analysis of global performance, enabling you to evaluate your performance continually and automatically against 800+ major market indices and 900+ universes worldwide
Jeff Kauffman

Jeff Kauffman

President, Global Family & Private Investment Offices
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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.

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