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Perspective Newsletter Archive

Spring 2014 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Spring 2014 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Busy and Fruitful

This has been one of the busiest periods for Northwood Family Office in a long time…

Three Strategies to Safeguard Client Equity Portfolios

In the last edition of the Northwood Perspective we highlighted concerns that the world’s equity markets are getting stretched…

Shaping of the Next Generation of Wealth and Generosity

Earlier this spring, Northwood’s Tom McCullough participated in a series of roundtable discussions across Canada on the shaping of the next generation of wealth and generosity…

Weighing the Benefits of Spousal RRSPs

If you are considering contributions for 2014 and you haven’t evaluated the benefits of a spousal registered retirement savings plan before, now might be the time…

Federal Budget Update

On February 11th, the government tabled the Federal budget for 2014. The budget continues along the same trend as prior years in closing down some ‘loopholes’ to help  generate revenue for the government…

Words of Wisdom from the Oracle of Omaha

In 1965 Warren Buffett began drafting his annual letter to shareholders. It has now become an icon within the industry and the letters (dating back to 1977) are publicly available on the Berkshire Hathaway website…

Read the Spring 2014 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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