Established more than 30 years ago, the Global Family & Private Investment Office Practice serves the needs of ultra-high-net-worth individuals and their single family offices, private companies and private investment companies. This dedicated boutique practice provides investment, fiduciary, custody, financial reporting and investment advisory solutions.
Our family office clients implement sophisticated investment programs, utilize multiple internal, external, domestic and global money managers, require complex reporting and often do work within the framework of a family office to manage and oversee a variety of financial needs and wealth transfer strategies.
We foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and global capabilities which are aligned with their distinct needs.
The strategic focus on our clients and our core business has not wavered for over 125 years. Our heritage gives us an unparalleled insight into the needs of our clients and to this day we adhere to the same principles upon which we were founded by the Smith Family – Service, Expertise and Integrity.
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.