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Perspective Newsletter Archive

Fall 2013 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2013 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 Importance of Perspective

It is always difficult to see the whole forest when you are in the middle of it,  surrounded by trees. Yet, perspective is what all investors and wealthy families need -- a sense of what is important over the long term and not just what we see in the newspaper headlines today…

Q&A with the Authors of Family Wealth Management

Authors Tom McCullough and Mark Haynes Daniell are pleased to introduce their new  book: ‘Family Wealth Management: 7 Imperatives to Successful Investing in the New World Order’.

The Value of Family Trusts for HNW Families

Family trusts are frequently used by wealthy families as part of an overall financial plan, both during their lifetimes and for their estate. They are often  used to maintain control or direction over substantial amounts of wealth as well as for the benefits of income tax savings in certain situations…

Interview with the Family Office Leadership Summit

Northwood’s Tom McCullough spoke at a family office conference in London, UK in   September and was interviewed for an article in the conference magazine. Here are the three questions and Tom’s responses…

Noteworthy Links

In this edition of the Northwood Perspective we are introducing a new recurring section that features links to interesting articles that we think our readers might enjoy…

Read the Fall 2013 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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