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Perspective Newsletter Archive

Summer 2008 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Summer 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: A Tale of Two Cities

This has been a very difficult period for equity markets, sparked by the credit crunch and the U.S. housing slump…

Do You Understand Your Will?

Just as important to the estate planning process as a timely review, is to have a clear understanding of how the terms of your will translate into dollar values…

Insights from Yale’s Charlie Ellis

While implementing all of his suggestions is, in his words, “impossible”, there  are  a number of very important messages in his comments that can be adapted to individual investors…

Guest Column – Engaging the Next Generation

In today’s competitive global marketplace, families wishing to sustain themselves over many generations must invest considerable time and energy into developing the   next generation…

A Window on US Wealth Management

Last month, I was in Palm Springs, California for a conference on Private Wealth. The attendees and presenters of this particular conference were primarily Americans so it was an interesting window on what families of wealth are doing throughout the U.S. …

An Excerpt from the 2007 Berkshire Hathaway Annual Letter

We’ve reproduced a portion of the letter you may find most interesting…

Read the Summer 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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