Chairman’s Message: 2020 Hindsight?
If I had told you in the Fall of 2016 – not even five years ago – that Elon Musk would be the richest man in the world, a global pandemic would virtually shut down the entire world, and a…
The Northwood Reading List, Q4 2020
While the pandemic has taken away many of life’s enjoyable aspects, it has forced us to slow down, reflect and think about who we are, as individuals and as a society. This is a unique and defining moment and has…
Chairman’s Message: An Honest Self-Assessment
In recent days, I have been seeing more and more families who are accumulating significant amounts of capital, selling businesses, experiencing family changes, and getting older. Many are beginning to think about whether a family office now makes sense for…
Chairman’s Message: Starting With Why
In his best-selling book Start with Why, author Simon Sinek studied the leaders and companies who've had the greatest influence in the world. He discovered that they all think, act, and communicate in the same way - and it's often…
The UHNW Institute: Leadership Team Webinar
The UHNW Institute is an ultra-high-net-worth and family office education initiative. It operates as a non-profit, independent ‘think tank’, publishing and curating exceptional thought leadership content relating to UHNW families, family offices, their advisors and the industry. The founders and…
The Northwood Reading List, Q2 2020
Sometimes, when we sit down to compile our quarterly reading list, it can be a challenge to remember the significant political and economic events that occurred in the past three months. The second quarter of 2020 was most decidedly not…
Chairman’s Message: Successful Crisis Management
Two friends are out camping. They hear a cry for help and rush into a fast-flowing stream to save a drowning child… only to see another struggling child drift by… and then another, and another. As one of the campers…
Predictably Unpredictable
The word “unprecedented” has been getting an awful lot of use recently... and appropriately so. In just the last seven days we’ve observed a truly remarkable series of events: Countries imposed drastic measures to limit the international and domestic spread…
Why Preparation is Important for Navigating Rough Seas
Over the last few weeks, financial news has been awash in stories about the CoViD-19 pandemic’s growing impacts on people, businesses, and entire economies. We’ve witnessed a startling crash in the price of oil, massive swings in global equities and…
Chairman’s Message: Building Bridges
When a new or prospective client first meets with us, they often ask: What should my asset mix be? Is now a good time to invest? Which managers do you recommend? What about passive investing options? What tax planning opportunities…
