Our family office relationships start with a conversation.
We sit down with a family and talk about their
hopes, their goals, the resources they have at their
disposal, and the constraints and challenges they
face. We also discuss what they are looking for from their family office and, together, we tailor-make a service
plan that will work for them.
We also undertake a
full Net Worth Review,
including reading all key financial documents, so we
can get an accurate picture of the family’s current situation.
The services we offer, in concert with our
registered Investment Counsel / Portfolio Manager
affiliate Northwood Private Counsel Inc., fall into
three main categories:
