Our dedicated Global Family and Private Investment Office Services (GFO) group serves the needs of family offices, family foundations, high net-worth individuals, private trust companies and private investment companies around the world. Northern Trust's enterprise-wide global resources and cutting edge technology differentiates our service, which includes advice-driven wealth management, investment management, banking and asset administration solutions. We are proud to serve 25% of the Forbes Wealthiest 400 Americans.
Global Family & Private Investment Offices
September 14, 2022
NEW
Read our most recent Q&A about the circumstances triggering the need for a co-trustee and the benefits of hiring one.
September 14, 2022
NEW
Read a recent Crain's Currency article, in which David W. Fox, Jr., President of GFO, shares his thoughts on the current state of the family office industry.
Our dedicated Global Family and Private Investment Office Services (GFO) group serves
the needs of family offices, family foundations, high-net-worth individuals, private
trust companies and private investment companies around the world. Northern Trust's
enterprise-wide global resources and cutting edge technology differentiates our service,
which includes advice-driven wealth management, investment management, banking and
asset administration solutions. We are proud to serve 25% of the Forbes Wealthiest
400 Americans.
Key Statistics
500+Family Relationships
30+Countries
265+Dedicated Professionals
120+Billionaire Families
$1,000MAverage Client Size
Key Awards
Dive Deeper
Explore our full range of family office technology products and solutions.
Structured solutions to address your unique financing needs.
We offer unique opportunities for family offices and advisors to hear from leading
experts and share best practices.
Read our Executive Summary for peer perspective from the Global Family Office client
community.
Meet Us
Led by Dave Fox, our team of experienced executives is prepared to deliver results
for your family office.
We foster long-term relationships by offering an unparalleled combination of service,
expertise and capabilities tailored to the needs of our clients.
Trends and observations from global family office experts.
As one of the largest providers of performance and risk measurement services worldwide,
we have a full suite of technology and reporting tools to meet various client needs.
Many of our technology solutions are wholly proprietary to Northern Trust.
- Exclusive to Northern Trust, this integrated technology platform provides comprehensive asset pricing and aggregation through in-depth reports and other services in order to create a complete picture of a family’s net worth for family members and their advisors. Some of the information and tools available include a net worth summary, partnership reporting, cash forecasting, and more.
Anchor Analytics possesses powerful reporting and data visualization tools that provide you with the ability to create countless data queries, to easily visualize data through automatic dashboard or chart/graph recommendations, to create and share reports across platforms, and to receive automated alerts on essential portfolio changes.
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Explore our full range of family office technology products and solutions.
Our dedicated investment advisory practice identifies market trends and delivers insights designed to achieve optimal outcomes. Our disciplined global investors ascribe to a client-first culture and uncover unique opportunities for our clients.
Key Stats
8-10Client-to-Advisor Ratio
20+ YearsHELPING APAC INVESTORS NAVIGATE CHANGING MARKET ENVIRONMENTS, SO THEY CAN CONFIDENTLY REALISE THEIR LONG-TERM OBJECTIVE
Investment Solutions
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Recent thought leadership focusing on timely investment questions and issues.
Multigenerational wealth comes with critical estate planning, wealth transfer, reporting
and tax challenges that can impact family dynamics. We conscientiously safeguard your
family’s unique objectives, while proactively helping meet your family’s
future needs.
From fully discretionary or directed trustee services to serving private trust companies, your common trust advisor works with you to assist with the following services:
Receive comprehensive reporting and sophisticated technology to support the structure, scale and complexity of your trustee relationship.
Where appropriate, we can provide objectivity to help align family expectations with the settlor’s expressed intent and provide discretion in trust distribution decisions.
Custom portfolio construction and fulfillment through Northern Trust’s industry-leading institutional, multi-manager solutions. We can also help manage the financial benefits of complex investments like real estate; commercial property; and oil, gas and mineral rights.
Expert advice from across our wealth management business for multi-generational families,
private investment and trust companies, foundations and family office professionals.
From fully discretionary or directed trustee services to serving private trust companies, your common trust advisor works with you to assist with the following services:
Receive comprehensive reporting and sophisticated technology to support the structure, scale and complexity of your trustee relationship.
Where appropriate, we can provide objectivity to help align family expectations with the settlor’s expressed intent and provide discretion in trust distribution decisions.
Custom portfolio construction and fulfillment through Northern Trust’s industry-leading institutional, multi-manager solutions. We can also help manage the financial benefits of complex investments like real estate; commercial property; and oil, gas and mineral rights.
Advisory Services
Expert advice from across our wealth management business for multi-generational families,
private investment and trust companies, foundations and family office professionals.
- We can provide record-keeping solutions to enhance efficiency and transparency for family members. Our emphasis on asset safekeeping, automation, straight-through processing, accuracy and timeliness can reduce risk and operational costs.
Benefits
- Accounting and tax reporting. Facilitate the preparation of tax returns through comprehensive reports of assets, market values and holdings by entity.
- Performance measurement. Monitor asset performance and its impact on income and taxes to determine whether strategic changes are appropriate.
- Compliance and risk monitoring. Identify, assess and reduce key regulatory and business risk factors.
- Transaction and money movement technology. Use a single tool to see all account activity and implement or approve transactions.