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Perspective Newsletter Archive

Fall 2017 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2017 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Wigmore in America

This year we met in New York City and Washington, D.C.,given that they are currently two of the most significant epicentres of global political and financial power, particularly these days with new tremors emanating from the USA every day…

The Summer When Tax Planning Stopped

I have been an income tax specialist for over 35 years and have neverseen what happened this summer. All tax planning for private corporations came to a screeching halt…

Northwood Staff Profile – CC Shaver

The ‘Northwood Staff Profile’ consists of a short interview with a key member of the team at Northwood. First up, CC Shaver, who joined us earlier this year as Director of Operations and Finance…

How to Engage the Next Generation in Philanthropy

This is an interview we conducted with Aneil Gokhale, the Director of Philanthropy at Toronto Foundation. Here he shares his thoughts on how charities can better engage the next generation in philanthropy…

A Wild World

Conventional wisdom suggests that the more geopolitical headwinds facing the market, the more likely investors would be to achieve below average returns. However, the current global issues that we read about every day in our newspapers and on our iPhones, have not had any sort of sustained negative effect on the performance of global equity markets…

Read the Fall 2017 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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