Global Family & Private Investment Offices

Structured solutions to address your unique financing needs

Our commitment and expertise in working with private clients differentiates our private finance and banking service. For over 130 years, Northern Trust has been committed to the private trust and investment business, with over 40% of the company’s global revenues derived from the wealth management needs of individuals, families and their related entities. Our proven and focused commitment to this business, and continued investment in the resources needed to continue its success supports our longevity and strength as a partner to your family.

Furthermore, within the Global Family and Private Investment Office Services group, we can provide you with a dedicated team of bankers that can structure credit and liquidity management solutions to address your unique financing needs. These solutions can include both commercial and individual lending. Our experts can use credit for opportunities—such as real estate or significant purchases—while remaining focused on overall family estate or asset management plans.

Benefits

• Attentive to interrelationship of cash flow requirements, tax and estate planning and asset allocation formulas
• Supply flexible financing for purchase/refinancing of real estate, with maturities that consider your overall financial plan
• Strategically use credit without disruption to ongoing asset management strategies
• Monetize illiquid assets such as partnership and LLC interests
• Liquidity management

Key Solutions

• Credit lines
• Letters of credit
• Structured finance
• Margin financing
• Asset acquisition and refinance
• Investment program leverage
• Interest rate swaps
• Aircraft and yacht financing
• Art financing

• Personal and commercial accounts
• Interest/non-interest checking accounts
• Premium money market deposit accounts
• Treasury management services
• CDs
• Quarterly tax payments
• Foreign Currency Accounts
• Wire transfers/ACH
• Traditional and Roth IRAs