Established more than 30 years ago, the Global Family & Private Investment Office Practice serves the needs of ultra-high-net-worth individuals and their single family offices, private companies and private investment companies. This dedicated boutique practice provides investment, fiduciary, custody, financial reporting and investment advisory solutions.
Our family office clients implement sophisticated investment programs, utilize 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.
We foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and global capabilities which are aligned with their distinct needs.
The 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.
David W. Fox
Dave Fox is President of the Global Family & Private Investment Offices Group and a member of the Operating Group of The Northern Trust Company. Prior to this role, Dave was Executive Vice President and Head of the Americas, Corporate & Institutional Services, with responsibility for all Northern Trust’s institutional businesses in North & South America. Along with those duties, Dave was Chairman of the Northern Trust Company, Canada, Chairman of the Americas Business Oversight Committee, and the Americas Executive Management Committee.
Dave joined Northern Trust in 2012 after 25+ years at J.P. Morgan in New York and London, where he was Vice Chairman of Investment Banking, a member of the firm’s Investment Banking Management Committee, and CEO of Midwest Investment Banking. Dave’s prior experience at J.P. Morgan included roles as head of investment banking for various global industry sectors (transportation, shipping, industrials, chemicals and real estate). During his career he has advised clients on numerous M&A, restructuring and capital raising activities.
Dave holds a B.S.F.S. from Georgetown University and has an M.B.A. in Finance from Columbia University’s Graduate School of Business. He serves on the Board of the Ann & Robert H. Lurie Children’s Hospital of Chicago, and the Goodman Theatre.