Dedicated to the complex needs of international family offices, wealthy individuals and their family foundations.
Established over 30 years ago, the Global Family & Private Investment Offices (GFO) group is a dedicated boutique practice within Northern Trust’s Wealth Management business. The group focuses on providing tailor-made investment, fiduciary, custody, financial reporting and investment advisory solutions to ultra-high-net-worth individuals and their families, family offices as well as charities, foundations and endowments.
Our family office clients implement sophisticated investment programs, utilise multiple internal, external, domestic and global money managers, require complex reporting and often do work within the framework of a family office to manage and oversee a variety of financial needs and wealth transfer strategies.
Within the GFO group we foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and global capabilities which are tailored to the distinct needs of our clients.
Northern Trust's strategic focus on our clients and our core business has not wavered for over 125 years. Our heritage gives us an unparalleled insight into the needs of our clients and to this day we adhere to the same principles upon which we were founded by the Smith Family – Service, Expertise and Integrity.
Lesley started her career with the Treasury of Royal Bank of Scotland before joining Northern Trust’s asset management business in 1995 to establish a portfolio management capability outside of the United States. After the successful establishment of this function she then worked with international clients on their global investment and securities lending needs.
She specialises in working with ultra-high net worth global families and their advisors on a vast range of different aspects to managing family wealth. She works with some of the leading global experts on tax and legal matters with special attention on establishing trusts, Private Trust Companies (PTCs) and Special Purpose Vehicles (SPVs). Her experience includes helping families establish efficiency, governance and succession planning within family businesses, property, art and landed estates. She has been instrumental in the establishment of new family offices as well as providing ongoing strategic solutions to those with long standing offices.
Lesley has a M.A. degree with Honours in Accountancy and Economics, from the University of Dundee, Scotland, and is IMC qualified.
As of 31st December 2017
© 2018 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about our offices and legal entities, visit northerntrust.com/disclosures.
This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.