What do you do at Northwood Family Office? As part of the Northwood Operations team, my main responsibility is to ensure that our clients’ investments and requests are executed in an accurate, timely and cost effective manner. Additionally, I manage…
What do you do at Northwood? As part of the Operations team here at Northwood, I am responsible for assisting the head trader with executing trades and all client requests. I am also responsible for new client account openings and…
What do you do at Northwood? As a client service team member, my role involves working closely with families to navigate their financial affairs. As each family is unique, so is the work I do every day. It includes projecting…
What do you do at Northwood? As Office Manager/ Executive Assistant I help ensure the smooth day to day operations at Northwood through a range of administrative, financial and managerial tasks. No two days are alike, and I have the…
What do you do at Northwood? As a member of the Northwood client service team, the majority of my work revolves around understanding each individual client’s goals and challenges and identifying solutions that will meet their needs. The most intriguing…
As the Northwood team settles into the new normal of working remotely, we continue to operate with minimal disruptions to our technology and systems. Management meets on a regular basis to discuss any relevant issues on a timely basis and…
In this quarterly feature, we help our readers get to know some of the people who work at Northwood Family Office. This quarter, Barrett Lyons interviews Bhawna Verma. Bhawna joined us in 2017 and works on the client service team…
In this quarterly feature, we help our readers get to know some of the people who work at Northwood Family Office. This quarter, Andrew Jeffery interviews Viraj Samani. Viraj joined us in 2018 and works on the client service and…
People often ask who our clients are and where they come from. Looking down the list of our 60ish client families, about 50% percent are from entrepreneurial families. Some of them have sold their businesses and some of them still…
In this quarterly feature, we help our readers get to know some of the people who work at Northwood Family Office. This quarter, we introduce Scott Dickenson, who works on the client service and business development teams. 1. What do…
