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Perspective Newsletter Archive

Summer 2014 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Summer 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: Facts and Controllables

In a recent, Q&A session with a group of university students, Warren Buffett was asked  how he decides what he is going to write in his now-famous annual Berkshire Hathaway shareholders letter…

Introducing the Northwood Investment Insights

We are pleased to announce the first edition of the Northwood Investment Insights . As an integral component of our investment process, we frequently debate both the prevailing and developing investment themes that impact our clients…

Effectively Managing Direct Private Equity Investments

Northwood’s Tom McCullough recently chaired the 10th Canadian Private Family Office Invitational in Banff, Alberta, where he led a panel discussion on how families of wealth can effectively manage direct private equity investments…

The Importance of Clarifying Values in a Family Wealth Plan

Families successful in creating wealth rarely pause to step back and think about what the wealth means or can accomplish for them as a family, now and in the future…

Ontario Budget Update

The 2014 Ontario budget was tabled on May 1st and struck down by the opposition on May 2nd. Having won the election with a majority, the Liberals have indicated they will move quickly to retable the same budget in July…

Summer Reading List

Here, once again, is our Annual Summer Reading List, a popular feature in the Northwood Perspective

Read the Summer 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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