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Perspective Newsletter Archive

Fall 2006 - From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2006 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Chairman’s Message: Giving, Health and Family Memories

As you’ll see from some of the articles in this issue, the family ‘balance sheet’ encompasses much more than just financial assets…

Risk Optimization: Don’t Put All Your Eggs in One Bucket

We’ve  all  heard  the  phrase  “don’t  put  all  your  eggs  in  one  basket”. Most  people follow that mantra for their “investable assets” but there is a lot more to   financial diversification than focusing on one’s stock and bond investments…

Cottage Planning

Like many families in Canada, yours may currently own a cottage or may be considering the purchase of one…

Strategic Family Philanthropy

Philanthropy is big news again these days. Movie stars and rock stars are making donations of money, time and talent. Microsoft founder Bill Gates and his wife Melinda now shepherd a foundation that has grown to $30 billion…

Your Best Interest: Dividend Paying Stocks

The current low interest rate environment has led investors, in search of income, to  re-visit the value of dividend paying securities…

Guest Column – Health: Why is it “Off Balance Sheet”?

Nobody disputes that “health is our most valuable  asset”. Yet, as individuals, investors, and employers, we often do not walk the talk...

Read the Fall 2006 Issue

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Tom McCullough

Tom McCullough is co-founder, chairman and CEO of Northwood Family Office. He is a frequent speaker on issues relevant to families of wealth and is the co-author of three books — Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, and Family Wealth Management: 7 Imperatives for Successful Investing. He is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the Ultra High Net Worth Institute. He was awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America)’ at the 2020 Family Wealth Report Awards.

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