About Us
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Our History
Northwoodâs mission is to bring direction, perspective and confidence to the everyday management of our clientsâ net worth.
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Our Core Values
We have nine core values, each of these are reflected in our everyday work and is the fabric of Northwoodâs culture.
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Our Team
The Northwood team has a broad range of backgrounds and experience.
Northwood Womenâs Network
Northwoodâs mission is to advance gender equity by empowering women to lead, grow, and thrive across our firm and industry.
Our Approach
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Integrated Planning
We identify priority issues, map out a game plan and develop solutions together to meet your familyâs objectives.
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Investment Management
We manage client portfolios to meet individual family goals, and offer a unique variety of traditional and alternative asset classes that both grow wealth and protect capital.
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Family Engagement
Our job is not only to manage our client families financial capital, but also to help them communicate, work collaboratively and pass wealth and values successfully to future generations.
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Wealth Administration
We streamline wealth administration to help ensure your family is organized and in control, and we make it easy to access information to help guide decision-making.
Our Families
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Client Case Studies
Learn about some clients we work with at Northwood.
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Client Testimonials
See what our clients have to say.
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Meet the Spencers
Watch a short video on a typical (fictional) Northwood family.
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Self-Assessment
Complete our 10 minute assessment to evaluate your familyâs needs.
Our Perspective
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The Perspective Blog
Read all of our latest thought leadership content along with our quarterly reading list here.
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Our Books
Learn about the books published by our Chairman & CEO Tom McCullough.
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Our White Papers
Northwoodâs white papers cover a variety of issues surrounding family wealth.
Contact
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About Us
Our History
Our Core Values
Our Team
Our Womenâs Network
Our Approach
Integrated Planning
Investment Management
Family Dynamics
Wealth Administration
Our Families
Client Case Studies
Client Testimonials
Meet the Spencers
Self Assessment
Our Perspective
The Perspective Blog
Our Books
Our White Papers
Contact Us
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THE NORTHWOOD PERSPECTIVE
Expert Insights & Advice From Our Team
Estate Planning
November 26, 2025
Think Youâre Safe from U.S. Estate Tax? Think Again. What Canadian UHNW Families Need to Know Before 2026.
The Northwood Perspective
November 25, 2025
Northwood Around The World: Morocco
Economy
January 25, 2022
Is Stagflation Returning?
The Northwood Perspective
September 14, 2022
Whatâs in Your âGreenâ Portfolio?
November 5, 2014
Increasing the Odds of a Successful Wealth Transition
Investing
April 5, 2021
Rationally Irrational
The Northwood Perspective
April 5, 2021
Chairmanâs Message: Thriving Through Adversity
Reading List
June 22, 2020
The Northwood Reading List, Q2 2020
Reading List
May 18, 2021
The Northwood Reading List, Q2 2021
Estate Planning
July 12, 2021
Preserving a Shared Family Home
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