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Fiduciary Services

 
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Discover the benefits that a century of fiduciary expertise can deliver.

We take a contemporary, highly focused and flexible approach to traditional trustee services. This allows us to present customized solutions along the spectrum of fiduciary services – from fully discretionary trustee and directed trustee services to serving private trust companies. Our services are delivered globally, as well as through special purpose jurisdictions in Delaware, Nevada, Cayman Islands and Guernsey.

Your trust(s) will be among a small number of Global Family & Private Investment Offices (GFO) clients with a common Trust Advisor, who brings to bear substantial experience for resolving fiduciary and family office issues. We are able to meet your family's needs now and for generations to come.

Trust Administration

Northern Trust is a world class custodian and asset servicer with a fiduciary heritage. We understand the need for comprehensive reporting and sophisticated technology to support the structure, scale and complexity of your relationship.

Distribution Discretion

This is a personal business. We take time to develop relationships across generations, understand everyone’s unique needs and, when appropriate, provide the objectivity to help align family expectations with the settlor’s intent, as expressed in the instrument.

Investment Discretion

Investment expertise springs from the unique vantage point of seeing across our GFO client base. We have developed a flexible framework by which we deliver custom portfolio construction and fulfillment through our access to industry-wide solutions.

Advisory Services

We offer expert advice from across our wealth management business to multi-generational families and family office professionals, backed by a broad array of capabilities and delivered with the highest level of service and integrity.

Additional Pages

Wealth Planning & Advisory Services

Investment Advisory & Asset Management

Amy E. Szostak

Amy E. Szostak

GFO Chief Fiduciary Officer
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Amy E. Szostak

Amy E. Szostak

GFO Chief Fiduciary Officer
 

Amy Szostak started her career at Northern Trust in 1992 and has been in the Global Family Office Group (GFO) since 2000. In her current position, she works closely with GFO fiduciary clients to develop and deliver customized fiduciary solutions both domestically and through Northern Trust's affiliates in the Bailiwick of Guernsey and the Cayman Islands.

As the CFO, she works with a broad and sophisticated client base to bring the best of Northern Trust's fiduciary heritage to bear in a contemporary setting for mutigenerational GFO Clients.

Amy graduated from Chicago-Kent College of law with a Certification in International and Comparative Law. She was admitted to the Illinois Bar in 1997. She’s a Senior Vice President and Chief Fiduciary Officer (CFO). She is also a Certified Trust and Financial Advisor (CTFA), Certified Investment Management Analysis (CIMA) and a member of the Society of Estate and Trust Practitioners (STEP), which focuses on international estate planning.

Daniel F. Lindley

Daniel F. Lindley

GFO Fiduciary Practice Executive
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Daniel F. Lindley

Daniel F. Lindley

GFO Fiduciary Practice Executive
 

Based in Delaware, Daniel F. Lindley is the Fiduciary Practice Lead for the Global Family & Private Investment Offices group ("GFO") within Northern Trust. In that role Dan has overall responsibility for the fiduciary relationships that GFO oversees on a global basis as well as the development of new fiduciary assignments.

Dan joined Northern Trust in 2005 and for the next seven years served as President of The Northern Trust Company of Delaware, whose assets under administration grew from virtually nothing to more than $10 billion during his tenure. More recently, Dan was based in London for nearly three years and served as Managing Director for the EMEA Region of GFO, with more than $32 billion in client assets under custody. Dan also served as the Chairman of the Board of Directors, and as Chief Fiduciary Officer, for Northern Trust's Guernsey trust affiliate, Northern Trust Fiduciary Services (Guernsey) Limited. Prior to joining Northern Trust, Dan was Managing Director and Trust Counsel at U.S. Trust Company of Delaware.

Dan began his career as a lawyer in private law practice in Delaware, initiating his career with Potter Anderson & Corroon and later as an equity partner in the Delaware offices of Duane Morris LLP and Reed Smith LLP. Over a period that spanned 25 years, he assisted institutional clients with fiduciary product development and fiduciary litigation, as well as the enactment of Delaware legislation dealing with fiduciary law. In that role, he was the principal author in 1997 of the Qualified Dispositions in Trust Act, Delaware's asset protection trust statute, and the 1995 legislation repealing Delaware's Rule against Perpetuities.

Dan holds a Juris Doctor degree from the University of Virginia School of Law and a Bachelor of Arts degree, magna cum laude, from Williams College. Admitted to the bars of the Supreme Court of the State of Delaware and the United States Supreme Court, Dan is a member of the International Bar Association and the Society of Trust and Estate Practitioners (STEP). Dan is also a member of the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the American Bar Association. Dan is the former Board Chair of the Blood Bank of Delmarva, Inc., a leading supplier of blood and blood products in the Mid-Atlantic region of the U.S.

David A. Diamond

David A. Diamond

President, The Northern Trust Company of Delaware
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David A. Diamond

David A. Diamond

President, The Northern Trust Company of Delaware
 

Dave Diamond is the President of The Northern Trust Company of Delaware, a Delaware limited purpose trust company in Wilmington, Delaware. In this role, he is responsible for the oversight of Northern's Delaware office which was opened in 2004 and now has over $23 billion of assets under custody. He has over 30 years of experience in the trust, wealth, and estate management field.

Prior to managing Northern's Delaware office, he served as the National Trust Specialist for Northern Trust. In that role he was responsible for working with clients and prospects, professional advisors, and Northern partners in developing solutions involving Northern's Nevada and Delaware trust capabilities.  

Prior to joining Northern, Dave was an attorney with Gordon, Fournaris & Mammarella, P.A., where he primarily focused on the unique aspects of Delaware trust law. Prior to practicing law, Dave spent 25 years with J.P. Morgan where he began his career as a trust officer and ultimately served as Managing Director & President of J.P. Morgan Trust Company of Delaware.  

Dave is a fellow of the American College of Trust & Estate Counsel (ACTEC), the leading national association for trust and estate lawyers. He is an adjunct professor at the University of Delaware where he teaches estate planning in the Minor in Trust Management program. He holds a Juris Doctor degree from The University of North Carolina School of Law and an M.B.A. from The University of Miami. He also earned a Certified Financial Planning® designation and is a member of the Society of Trusts and Estates Practitioners (STEP). He is a member of the New York and Pennsylvania bars, and an Associate Member of the Delaware Bar.

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