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Perspective Newsletter Archive

Summer 2009 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Summer 2009 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Aaah, Summer!

For me personally, the cottage is the penultimate place of relaxation in the summer, and I await the season with anticipation…

Are you Losing Money in Bonds?: Understanding the Tax-effect

Many taxable investors today are literally losing money by buying government bonds trading at a premium to their par values…

Are you (or a family member) an American citizen?

We frequently come across individuals with ties to the U.S. - a mixture of U.S.  citizens working outside the  U.S., and Canadians that either work south of the border or have lived in the U.S. for an extended period of time…

Summer Reading Selection

At the family office conference in Banff this past May, we asked each of the speakers  to mention one of their favorite books…

Banff Family Office conference: Immigrants and Natives

In May of this year, the second Canadian Private Family Office conference was held at the Banff Springs Hotel in Alberta…

Read the Summer 2009 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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