Trustee & Fiduciary Services
Discover the benefits that a century of fiduciary experience can deliver to your family
Northern Trust has served generations of highly affluent families as fiduciary for their estates and trusts. As a result, Northern Trust has developed deep expertise in fiduciary oversight.
Rely on our experience and execution, our expert staff take pride in executing your trustee, company and administration requirements.
Services include:
- Accurate, efficient trust operations
- Maintaining asset titles and inventory (custody)
- Provision of trustee services, in accordance with the governing trust deed
- Reviewing, maintaining and protecting the trust by fulfilling all duties in line with the Trust Deed
- Company administration
- Expertise in selection and oversight of multiple managers
- Ongoing auditing and regulatory compliance
- Proactive working relationships with family advisors
- Completion and submission of appropriate company and trust tax returns
- Preparation of financial statements
- Managing marketable and closely-held assets
- Exercising of discretion on behalf of beneficiaries
- Foundation management
- Investment management consistent with our fiduciary duties
- Investment compliance
- Management of building, content, vehicle and employee insurance
Our team:
- Meets with families and advisors to understand their needs
- Structures asset holdings in order to meet those needs
- Manages liquidity to ensure the structure operates efficiently
We offer these services in multiple locations, and are attuned to the offshore needs of our clients. We are one of the largest providers of trust services in Guernsey and offer a comprehensive range of offshore services to our families.