Could Your Family Benefit From a Family Office?

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.

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Yes Not Sure No
    Organization and Planning
    Investments
    Risk Management
    Tax Planning and Structuring
    Estate Planning and Succession
    Cash Flow Management
    Family Issues
    Advisors
Yes Not Sure No
Total:

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.

Tom McCullough
Chairman & CEO
Northwood Family Office
tm@northwoodfamilyoffice.com