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 (GFO). 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. Brian was involved with the evaluation,
design and oversight of clients' total financial plan, including asset allocation,
investment program design, implementation and rebalancing; 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
4 years in the Trusts and Estate practice of Day Pitney law firm and over 5 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.