Northwood’s self-assessment questionnaire is a good place to start when considering engaging a family office and reviewing your family’s broader financial picture. It will help you assess the degree to which you have a handle on your financial affairs and where you may need some help getting and keeping them in good order — for your own sake and for your family.
Could you use some help?
If you answered 'no' or 'not sure' to three or more of the questions above, you are likely missing some significant opportunities to improve your financial situation, and your peace of mind as well. If your family has $10 million or more in net worth and you would like to inquire about whether a Family Office is suitable for you and your family, or would like to arrange a meeting for a complimentary consultation, feel free to contact me directly at (416) 502-6288.