Northern Trust Family Office Technology

Northern Trust has served wealthy families and institutions since 1889, and its family office offering reflects that depth. The Global Family Office division, operating under the Northern Trust Institute, brings together over 175 specialists across investment management, fiduciary services, trust administration, tax strategy, philanthropy, family governance, and banking. This is not a single product but a coordinated set of services assembled around a client's full picture, including family businesses, real estate, agricultural assets, and oil and gas holdings.

For family office principals evaluating where to anchor their institutional relationships, Northern Trust positions itself around fiduciary accountability backed by genuine scale:

• Over 30,000 fiduciary accounts managed by in-house trustees
• More than 27,000 business and special assets under specialized management
• 650-plus fiduciary professionals, including 16 ACTEC fellows
• Dedicated directors covering family governance, tax strategy, women and wealth, and philanthropic advisory

The Northern Trust Institute structures its advisory work through a behavioral analytics model: analyzing patterns across its client base to identify which strategies produce measurable outcomes, then delivering that guidance at specific decision points rather than as a general service menu. The firm operates across 20 U.S. States and 18 countries, giving clients with international structures or cross-border assets a single institutional relationship that can follow them.

Family offices considering Northern Trust accept a trade-off: the breadth of the platform means pricing and engagement structure are not disclosed publicly, and smaller offices may find the offering calibrated toward larger, multigenerational relationships. Families with simpler structures or those prioritizing best-of-breed point solutions over integrated banking and trust relationships may not extract full value from the model.

• Fiduciary and trust administration for wealthy families
• Investment management and portfolio advisory
• Family governance design and education
• Tax strategy and estate planning
• Philanthropic advisory and charitable giving
• Management of special assets including family businesses, real estate, and natural resources

• Family Office Solutions group with dedicated Head of Family Office Solutions
• Northern Trust Institute behavioral analytics advisory model
• Trustee services with over 30,000 fiduciary accounts managed
• Specialized asset management for family businesses, real estate, agriculture, and oil and gas
• Philanthropic Advisory Services directorate
• Family Governance and Education program
• Women and Wealth advisory practice
• Chief Tax Strategist and dedicated tax planning services
• Banking and Specialized Services for high-net-worth families
• Global presence across 20 U.S. States and 18 countries

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Northern Trust has over 3,000 custom reports and templates developed available for our clients to use based on their reporting needs. They can include additional detail as required.

Dedicated relationship model with named specialists across investment, fiduciary, tax, governance, and philanthropic disciplines.