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Perspective Newsletter Archive

Fall 2007 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2007 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: The Value of Knowing your Values

As you might imagine, the bulk of our time and energy at Northwood is spent working  on the ‘practical’ and ‘numbers-oriented’ parts of our clients’ lives, such as investment management and estate planning…

Book Review: “Silver Spoon Kids”

Thinking through kids and money is usually the first step in estate planning…

Is it Time to Donate Securities?

For many, the Fall season is a time when many families are making philanthropic decisions; including how much to donate, which charity should benefit and how best to make the donation…

Seven World Trends to Watch for

I recently attended the Family Firm Institute global conference in Miami, where I was one of the guest speakers on the ‘Growing Role of the Family Office’. But I was  also privileged to hear a talented group of presenters…

Don’t Lose Money

While certainly prudent, this suggestion is, of course, easier said than done. Why  do losses matter and, if they do, how can we prevent them?

What’s New at Northwood

We thought we’d give you a flavour of some of the other opportunities we’ve been investigating for clients…

Read the Fall 2007 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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