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Summer 2015 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Summer 2015 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 Opposite of Spoiled

The author of the new book, The Opposite of Spoiled, New York Times columnist Ron Lieber, was the keynote speaker at the Canadian Private Family Office Summit. Here are just a few of the very interesting things he had to say that might be relevant for your children or your grandchildren…

The Cottage Discussion

At Northwood, our approach to managing family wealth leads us to many conversations about vacation home assets, most often about how to maintain them across generations…

A Deeper Dive into Asset Allocation

Today’s investment environment, characterized by low interest rates and  historically  higher asset valuations, presents a challenge for investors, particularly those faced  with the task of balancing their needs to generate income and growth, with managing risk to protect their capital…

6 Degrees of Separation

In the wealth management field, there are many designations whose acronyms may sound similar. However, the depth and breadth of knowledge acquired as well as the topic areas focused on can  vary  significantly. What do all these acronyms mean, how do they relate to a family office, and what do they mean for families?…

Summer Reading List

We ask each of the speakers of the 11th Canadian Private Family Office Invitational to   share their favourite book ideas…

Read the Summer 2015 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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