Comprehensive Wealth Management Solutions

 
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Comprehensive Wealth Management Solutions

   
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An Integrated Approach to the management of substantial wealth.
Click on the category to view our services:
Fiduciary and Trust Services
Global Custody Services
Investment Capabilities
Investment Consulting Services
Private Banking

Fiduciary and Trust Services

  • Comprehensive trust services
  • Expertise in selection and oversight of multiple managers
  • Foundation management
  • Estate settlement
  • Delaware and offshore trusts
  • Administrative trustee capabilities
  • Depth of expertise in alternative investments
  • Specialization in management of minerals, real estate, family business, farming as well as closely held assets such as limited partnerships
  • Blind trusts for government officials and corporate directors

Global Custody Services

  • General Custody
    • Securities Custody and Settlement
    • Income Collection and Crediting
    • Corporate Actions and Proxy Services
    • Automated Cash Sweep
    • Foreign Exchange
    • Securities Lending
  • Wealth Passport®-Online Data Access
    • Consolidated Accounting and Tax Reporting
    • Net Worth Summary
    • Download Capabilities
    • Data Aggregation
    • Transactions
    • General Ledger
    • Partnership Reporting
    • Query and User Customization Capabilities
  • Partnership Accounting
    • Monthly Reporting Packages, including K-1s
    • Monthly Contributions and Withdrawals
    • Principal and Income Allocation

Investment Capabilities

  • Short-Term Cash Management
    • Active Management
    • Individual Customized Portfolios
    • Enhanced Returns
  • Active Portfolio Management
    • Equities (Growth and Value)
    • Fixed Income
    • International
  • Indexing and Structured Investment Services
    • Index Portfolios: Broad Market, Customized, and Actively Managed for Tax Advantages
    • Hedging and Liquidation Strategies
  • Alternative Investments
    • Hedge Funds
    • Private Equity
  • Multi-Advisor Funds
    • Manager of Managers Program
    • Domestic and International
  • Mutual Funds
    • Family of No-Load Domestic
      and International Funds

Investment Consulting Services

  • Investment Program Design
  • Manager Search and Selection
  • Program Implementation and Evaluation
  • Performance Measurement and
    Risk Assessment
  • Single Stock Exposure Management

Private Banking

  • Private and corporate financing facilities
  • Treasury management services
  • Traditional banking services
  • Aircraft financing
  • Residential and commercial real estate financing
  • Interest rate swaps
  • Foreign currency deposit accounts
  • Investment program leverage
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Our Expert
Jeff Kauffman
CEO, Global Family & Private Investment Offices
 
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Jeff Kauffman
CEO, Global Family & Private Investment Offices
 
Jeff Kauffman is Chief Executive Officer of our Global Family & Private Investment Office group. Jeff took on this role effective April 1, 2012. This group was formed by recombining our Wealth Management Groups in Chicago and EMEA as well as including the International Wealth Advisory business in Miami.

Prior to this role, Jeff was President and Chief Executive Officer of Northern Trust’s Personal Financial Services business in the Northeastern United States, serving in that position since April, 2006, and he also lead our international Wealth Management business in the EMEA Region since August, 2010. Previously, he served as President of our Greater New York area business for 3 years. He joined Northern Trust in 2003 from Goldman, Sachs and Co., where he worked from 1992 to 2003 and held several managerial roles, including Managing Director, Co-Head of the financial institutions group within the Fixed Income, Currencies and Commodities division. Mr. Kauffman originally joined Northern Trust in 1984 and held several roles in the commercial banking and corporate finance areas.

Mr. Kauffman holds a Bachelor’s degree in economics from DePauw University and a Master’s degree in finance and marketing from Northwestern University’s Kellogg Graduate School of Management. He holds NASD Series 7 and 63 licenses.

Mr. Kauffman serves on the Board of Governors of the Museum of Arts & Design in New York City, the Board of Trustees of the American Ballet Theatre in New York City, and the National Foundation for Advancement in the Arts. Mr. Kauffman is a former member of the Board of Directors of The American Red Cross in Darien, Connecticut.
 
 
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Wealth Passport
Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
 
 
 
 
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