Global Family and Private Investment Office Services Expert
Regional Managing Director, East Region
Brian Donovan is a Senior Vice President and Regional Managing Director, East Region, of Global Family and Private Investment Office Services. He is responsible for an integrated team of specialists who deliver banking, investment and wealth transfer solutions within an exceptional asset servicing framework. Most recently, Brian was a Managing Wealth Advisor in the East Region. He was involved with the evaluation, design and oversight of clients’ total financial plan, including investment program design, implementation and rebalancing, asset allocation, tax issues, cash flow and debt management, retirement planning, compensation and benefit plan analysis, stock option planning, asset protection, family education, insurance design, legacy issues, charitable intentions and overall estate planning.
Prior to joining Northern Trust, Brian was most recently a Senior Manager in Ernst & Young’s Personal Financial Services Group. As a result, Brian has significant experience with tax and wealth planning and transfer tax matters affecting entrepreneurs, executives, and wealthy individuals and families. He has worked with numerous families to develop state-of-the-art wealth maximization plans through the use of family-controlled entities, effective gift and estate planning, income tax planning, stock option planning and charitable planning. His professional experience also includes four years in the trusts and estate practice of Day Pitney law firm and more than five years with Arthur Andersen and a related entity, WTAS, Inc.
Brian graduated from Suffolk University Law School and received his Master of Laws in Estate Planning from the University of Miami School of Law. Brian is admitted to practice law in the Commonwealth of Massachusetts.