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Perspective Newsletter Archive

Spring 2008 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Spring 2008 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Particularly Painful

One of the other consequences of volatile and difficult financial markets is the perceived need for comprehensive advice as the world becomes more difficult to navigate alone…

Expectations Management

In many things in life, proper expectation management helps lead to better outcomes.  Your portfolio is no different…

Money and Values Across the Generations

The next decade is likely to see the largest intergenerational transfer of wealth in  history. At the same time, many affluent families are anxious about how inheritances  may affect their children and how to best prepare their children for this inevitable transfer of wealth…

Guest Column – Volatility, Risk and Valuation

One of the general principles underlying any investment – be it in stocks, bonds, real estate, etc. – is that in exchange for taking on more risk the investor should  be compensated with more reward…

Guest Column – Florida Real Estate Opportunities: What Canadians Need to Know

The strong Canadian dollar, coupled with the subprime mortgage crisis in  the  United  States, has created new economic opportunities for Canadians interested in making an  investment in Florida real estate…

Read the Spring 2008 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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