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Networking Opportunities

Contact Our Global Family and Private Investment Office Teams

Find the right services to meet your family office's complex needs.

Issues important to you help craft our agendas

We know that families and family offices come in different shapes and sizes, and have unique attributes that require a distinct service model. Their size, complexity, investment horizon and need for advanced technology architecture set them apart from the broader universe of wealth management. As a part of our distinct service model, we offer unique opportunities for family offices and advisors to hear from leading experts, share best practices and network with peers. Topics range from technology innovations and cybersecurity to investment opportunities, family governance, succession planning and communicating with the next generation.


  • Global Wealth Alliance for principals and chief executive officers.
  • Financial Executives Group for chief financial officers and chief operating officers.
  • Wharton Global Family Alliance, a research collaboration with the Wharton School. In partnership with the Wharton Global Family Alliance (GFA), Northern Trust Global Family Office (GFO) launched the 2018 Benchmark Report to better understand the financial performance and operational strategy at family offices. We invite you to download the report and contact us or Wharton GFA with any questions.
  • Roundtables comprised of executives, advisors and subject matter experts, designed to focus on timely and top-of-mind topics of interest to our clients, such as philanthropy, investment trends, education, succession planning and more.
  • Private Trust Companies: a community intended to support our more than 50 private trust and family trust company clients.
  • Founder's Circle: GFO’s focused advisory board comprised of current and former family office CEOs.
  • Women's Investment Exchange: Women-owned and led network of senior family office investment professionals.
  • Rising Gen: A quarterly small group gathering of next generation family members ages 22-40.
  • (Virtual) Investment Exchange: Regional investment networks of family office investment professionals with open discussion facilitated by GFO specialists.

Specialized Content


Annual benchmarking survey exclusively for GFO clients.

GFO Pulse

Frequent and digestible postings and podcasts on topics relevant to Global Family Office clients.

Investment Insights

Periodic content curated by the GFO Investment Practice featuring unique ideas, strategies, or opportunities for family office clients.


GFO Pulse: Insights and Perspective from the Global Family Office Client Community

Jane Flanagan, Director of Family Office Consulting, and Jared Marchant, Sr. Business Strategy Analyst of Northern Trust's Global Family & Private Investment Offices (GFO) group, published their thoughts in Family Office Magazine on how to prepare the next generation for their roles as leaders of the family.

Jane Flanagan, Director of Family Office Consulting, sat down with Mary Timmons, Chief Operating Officer for GFO, to discuss family office technology and operational efficiency.

Amy Szostak, Director of Family Education & Governance, sat down with Jane Flanagan, Director of Family Office Consulting, to discuss some common family governance practices.

Dan Lindley, Fiduciary Practice Executive for GFO, discusses the merits of a Private Trust Company (PTC) relative to directed trusts.

Belinda Aspinall, head of our GFO EMEA business, discusses some of the strategies and opportunities that she is seeing GFO clients that have headquarters in Europe, the Middle East and Asia (EMEA) consider in these uncertain times.

Katie Colelli, our GFO Investment Practice Lead, discusses investment strategies and opportunities that she is seeing GFO clients consider in these uncertain times.

Marguerite Griffin, Director of Philanthropic Advisory Services, discusses some of the philanthropic strategies that she and her team are seeing GFO clients consider in these uncertain times.

Dan Lindley, Fiduciary Practice Executive, discusses some of the wealth planning strategies that he is seeing GFO clients consider in these uncertain times.

David C. Albright

David C. Albright

Head of Client Development
David W. Fox, Jr.

David W. Fox, Jr.


Learn More About Global Family and Private Investment Office Services

Discover our specialized offerings that can help you manage your family office.


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This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

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