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Perspective Newsletter Archive

Summer 2007 - From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Summer 2007 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: The Catalysts for Engaging a Family Office

Family offices originated over 100 years ago in the US when wealthy families (like  Rockefellers and Carnegies) hired  dedicated staff to manage and coordinate their diverse financial affairs…

Do You Need a Family Office?

While the multi-family office is becoming more well-known in Canada, it is still in  the early stages of its growth trajectory…

The Benefits of Proper Investment Manager Combination

Introducing the analysis we undertake when developing our shortlist of managers and  then combining those managers in client portfolios…

Guest Column – Selling Smarter: Minimizing Legal ‘Skeletons’

Every entrepreneur who has taken the risk to start and build a business is curious about what his or her business is worth and what is involved in selling it…

What’s New at Northwood

We meet with our clients at least quarterly to review the progress of their investment portfolios and to discuss various other items that are ‘in progress’ as part of our overall Net Worth Management™ process…

Read the Summer 2007 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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