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Perspective Newsletter Archive

Fall 2018 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Fall 2018 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: 50 Quarters of Perspective

This is the 50th edition of The Northwood Perspective newsletter. Since our first edition in the summer of 2006, we have published one every single quarter. Our goal has been to bring perspective to the complex and often-confusing issues that families of wealth face every day….

Q&A With Our First Client Family

Northwood Family Office was incorporated in February 2003, which means that 2018 marked our 15th anniversary. To celebrate this milestone (and the 50th edition of The Northwood Perspective), we decided to ask our first client family to participate in a Q&A on their 15 year relationship with Northwood…

Roller Coaster Markets Require Perspective and Discipline

Looking back at 2018, stock market investors experienced quite a roller-coaster ride. Canadian and US markets crept slowly higher in a relentless ascent for the first three quarters of the year…

Northwood Staff Profile – Claire Hunt

This quarter, we introduce Claire Hunt, who works on the client service and investment research teams…

The Elevator Rule

I have developed an investing rule of thumb that I like to call the ‘Elevator Rule’. Let me explain how the rule works…

Read the Fall 2018 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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