Global Family & Private Investment Offices 1 SCENARIO: ESTABLISHING A FAMILY OFFICE CREATING A SINGLE FRONT-TO-BACK OFFICE MODEL TO SUPPORT A FAMILY’S WEALTH The client is a UAE multi-generational family with wealth of about $12bn in marketable securities and real assets. It was seeking a single, front-to-back office service model that included a trading platform, brokerage (including short sell), consolidated financial reporting and comprehensive performance reporting. The solution needed to incorporate assets not held in Northern Trust’s custody. THE CHALLENGE • While the family office was operationally inexperienced, it was trading advanced financial products. • The required combination of trading platform, brokerage, custody and performance reporting had never been tested

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