Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Key Terms

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A global family office is a private organization that manages the money, investments and financial affairs of a very wealthy family across multiple countries, acting like the family’s own bank, investment team and bill-paying service. For investors, they matter because they control large pools of long-term capital, can be steady buyers or sellers in deals and markets, and often back private investments that influence valuations and company strategy.

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A family office is a private wealth-management firm that handles the finances, investments, taxes and estate planning for one wealthy family, acting like a household’s dedicated finance team or personal bank. They matter to investors because family offices can move large amounts of capital quietly and for the long term, become stable buyers or sellers in private deals and markets, and often back companies or funds in ways that affect valuations and access to funding.

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Private credit is a form of borrowing where companies or organizations obtain loans directly from private lenders rather than traditional banks or financial markets. It often involves customized financing arrangements that are not traded publicly, making it a way for businesses to access funding outside of standard channels. For investors, private credit offers the potential for higher returns, but typically comes with increased risk and less liquidity compared to more conventional investments.

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CHICAGO--(BUSINESS WIRE)-- Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO).

Beata Kirr, Chief Investment Officer of Global Family Office

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices. GFO is the fastest-growing segment of Wealth Management, serving more than 550 clients with an average net worth above US$1 billion.

“Family offices today are navigating increasingly complex portfolios, private markets exposure and multigenerational planning challenges,” GFO President Dino De Vita said. “Beata brings a disciplined approach to asset allocation, manager selection and portfolio construction, grounded in years of advising sophisticated investors. She knows how to turn that experience into the differentiated insights and solutions that families expect from Northern Trust.”

“GFO is dedicated to supporting families who have worked diligently to create lasting legacies, and they deserve an investment strategy that matches their commitment and complexity,” Kirr added. “Family offices are often on the forefront of evolving investment opportunities, and I’m focused on delivering innovative solutions across asset classes for our clients.”

Kirr most recently served as Managing Director and Chief Impact Officer at The Copia Group, a direct lending private credit firm. Prior to Copia, Kirr spent 17 years at Bernstein Private Wealth Management, including as Co-Chief Investment Officer and National Managing Director. During that time, she broadened investment offerings, deepened asset allocation advice, and drove thought leadership and innovation. Earlier in her career, she held roles at Aurora LLC (formerly Harris Alternatives) and Goldman Sachs.

Kirr is active in governance and philanthropic leadership where she can extend her investment impact. For nearly three years, Kirr served as an Independent Director and Chair of the Nominating/Governance Committee for Nomura’s Active ETF Delaware Trust. She is a Board Member and Investment Committee member at the Poetry Foundation and Temple Sukkat Sholom. She previously served in a similar capacity at Women Employed.

Kirr holds an MBA from Northwestern University’s Kellogg School of Management and a BS in Economics from the Wharton School of the University of Pennsylvania.

Northern Trust Wealth Management is a premier private bank serving affluent individuals and families, family offices, foundations and endowments, and privately held businesses. Northern Trust Wealth Management, which combines deep expertise with innovative technology and service excellence, had US$497.6 billion in assets under management as of March 31, 2026. The Northern Trust Company is an Equal Housing Lender. Member FDIC.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2026, Northern Trust had assets under custody/administration of US$18.6 trillion, and assets under management of US$1.8 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit us on northerntrust.com. Follow us on Instagram @northerntrustcompany or Northern Trust on LinkedIn.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260427371710/en/

Media Contact:
Landis Cullen
312-444-3188
landis.cullen@ntrs.com

http://www.northerntrust.com

Source: Northern Trust Wealth Management