Comprehensive Wealth Management Solutions

Submit Search

Comprehensive Wealth Management Solutions

Font Size Decrease Font SizeIncrease Font Size
An Integrated Approach to the management of substantial wealth.
Click on the category to view our services:
Fiduciary and Trust Services
Global Custody Services
Investment Capabilities
Investment Consulting Services
Private Banking

Fiduciary and Trust Services

  • Comprehensive trust services
  • Expertise in selection and oversight of multiple managers
  • Foundation management
  • Estate settlement
  • Delaware and offshore trusts
  • Administrative trustee capabilities
  • Depth of expertise in alternative investments
  • Specialization in management of minerals, real estate, family business, farming as well as closely held assets such as limited partnerships
  • Blind trusts for government officials and corporate directors

Global Custody Services

  • General Custody
    • Securities Custody and Settlement
    • Income Collection and Crediting
    • Corporate Actions and Proxy Services
    • Automated Cash Sweep
    • Foreign Exchange
    • Securities Lending
  • Wealth Passport®-Online Data Access
    • Consolidated Accounting and Tax Reporting
    • Net Worth Summary
    • Download Capabilities
    • Data Aggregation
    • Transactions
    • General Ledger
    • Partnership Reporting
    • Query and User Customization Capabilities
  • Partnership Accounting
    • Monthly Reporting Packages, including K-1s
    • Monthly Contributions and Withdrawals
    • Principal and Income Allocation

Investment Capabilities

  • Short-Term Cash Management
    • Active Management
    • Individual Customized Portfolios
    • Enhanced Returns
  • Active Portfolio Management
    • Equities (Growth and Value)
    • Fixed Income
    • International
  • Indexing and Structured Investment Services
    • Index Portfolios: Broad Market, Customized, and Actively Managed for Tax Advantages
    • Hedging and Liquidation Strategies
  • Alternative Investments
    • Hedge Funds
    • Private Equity
  • Multi-Advisor Funds
    • Manager of Managers Program
    • Domestic and International
  • Mutual Funds
    • Family of No-Load Domestic
      and International Funds

Investment Consulting Services

  • Investment Program Design
  • Manager Search and Selection
  • Program Implementation and Evaluation
  • Performance Measurement and
    Risk Assessment
  • Single Stock Exposure Management

Private Banking

  • Private and corporate financing facilities
  • Treasury management services
  • Traditional banking services
  • Aircraft financing
  • Residential and commercial real estate financing
  • Interest rate swaps
  • Foreign currency deposit accounts
  • Investment program leverage
Click here to email this page Contact Northern Trust
© 2015 Northern Trust Corporation
Wealth magazine
Read the latest edition of Wealth Magazine.
Wealth Passport
Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
printable version: