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Wealth Management
Asset Management
Asset Servicing
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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.
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.
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Global Asset Servicing

 
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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 family office 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. Family offices rely on us daily to serve as a dedicated resource and extension of their existing operations.

We provide a range of asset servicing capabilities including master record-keeping, income collection, dividend payment and trade settlement across the broad spectrum of financial assets. You benefit from efficient processing, attentive service and consolidated information management at the click of a mouse via Wealth Passport.

Building upon our custody services, we also offers alternative asset servicing, complete data aggregation solutions, general ledger solutions, performance analysis and document management.

The Global Family & Private Investment Office Practice provides not only worldwide reach — but also servicing of all asset classes, and unmatched aggregation and reporting capabilities for assets held by both Northern Trust and those held by third parties.

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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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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Wealth Passport

Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
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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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