It has been a busy quarter for us at Northwood Family Office and an eventful one for the wider world in general. Powerful hurricanes rocked Texas (Harvey) and Florida/ The Caribbean (Irma), North Korea continued to test missiles and nuclear…
It has been a busy quarter for us at Northwood Family Office and for the wider world in general. France elected Emmanuel Macron, Britain was wracked by three terrorist attacks in the space of ten weeks, the UK Conservatives lost…
We thought you might be interested in seeing a copy of the spring edition of the Northwood Perspective Newsletter. Northwood Perspective - Spring 2017 2017 has been a busy year so far for us at Northwood. In this quarter’s edition…
As you might imagine, we do a substantial amount of reading in our work of managing the financial and personal affairs of families of wealth. This includes quarterly investment letters, political think pieces, global trends and, of course, topics in…
You are going to hear more and more about 'gamma'. This is what a family office does. This article featured in the Journal of Retirement by David Blanchett and Paul Kaplan of Morningstar provides excellent detail on the concept. "[I]nvestors…
This piece by Dr. James Grubman and Dr. Dennis Jaffe, is one of the many thought-provoking guest essays originally featured in my new book, ‘Family Wealth Management – 7 Imperatives for Successful Investing in the New World Order’, available on Amazon…
The research team at Lazard Asset Management in New York has put together a concise report on the current state of the oil market and investment implications of a lower oil price. In my opinion, this piece does a great…
“A relatively small group of Gen Xers and Millennials are inheriting over $40 trillion in wealth, much of that designated for charitable giving. Many are making their own wealth, too. They will be the major donors in America for decades…
In mid-2014 I chaired the 10th Canadian Private Family Office Invitational in Banff, Alberta, where I led a panel discussion on how families of wealth can effectively manage direct private equity investments. In addition to me, the panelists included family office…
by Tom McCullough and Mark Haynes Daniell Note: This article also appeared in Investments & Wealth Monitor, Sept/Oct 2014. North America is in the early stages of a massive intergenerational wealth transfer with almost $1 trillion changing hands each year, and this…