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Perspective Newsletter Archive

Fall 2015 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2015 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Managing Risk

At Northwood, we are always thinking about risk (especially in the midst of volatility) and how to take a level-headed approach to guiding our client families through times of uncertainty…  

The Return of Volatility

Over the past month, global equities have been on a roller coaster as market uncertainty spawned a decline in valuations along with significant price volatility…

Back to School – Time to Review Your Family’s Education Funding

The registered education savings plan (‘RESP’) is a government program established  to help families save for their children’s post-secondary education. We administer  a number of these for our clients, and they are a great program for helping families dedicate capital for an important value – education…

The Rules are Changing for Some Common Estate Planning Strategies

A number of legislative changes are coming into effect that will significantly alter the tax and administrative treatment of a number of commonly used estate planning strategies. Is your will up to date?…

Read the Fall 2015 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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