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After the initial client discovery meeting, Integrated Planning is the next step in working with a family office. It often includes some or all of the following:

  • Net Worth Management™
  • Risk Management
  • Tax and Structure Planning
  • Estate and Succession Planning
  • Philanthropic Planning
  • Governance and Education

Northwood works with the family and their advisors in specific disciplines, such as tax, legal, insurance and investments. We identify priority issues, map out a game plan and develop solutions together to meet the family’s objectives. Northwood’s breadth and depth of experience in all key financial disciplines makes us uniquely positioned to pull all the pieces of the puzzle together.

Our role is also to identify areas requiring specific external expertise and then involve and work with those professionals as needed. In a sense, we act as a ‘general contractor’ on behalf of the family.

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