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Perspective Newsletter Archive

Winter 2013 – From the Archive

BY
Tom McCullough
The Northwood Perspective

Looking back to the Winter 2013 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Coping With All the Paper

Once again we have emerged from a difficult year, featuring civil wars, regime changes, mega storms, doping charges, mass shootings, currency crises and fiscal  cliffs…

The Closest Thing to a Crystal Ball…

While we haven’t found anyone with a crystal ball yet, we did ask some of the investment managers we  work  closely with for their sense of the major economic and investment themes for 2013…

A Lesson from Pension Funds for Private Clients

Most corporations and institutions use a balance sheet to assess their financial position and the achievement of their objectives. Leading thinkers in the private wealth management field suggest that individual investors can take a leaf from how  pension plans think about their financial management…

The Critical Importance of a Disciplined Investment Process

Many investment ships have foundered on the shoals of poor investment implementation or succumbed to the dangerous call of the sirens offering an easy path to an easy and prosperous future. In investment management, like many pursuits in life, the devil is in the details…

Philanthropy for the Ultra Wealthy – The Giving Pledge

The Giving Pledge was an idea conceived by Bill and Melinda Gates and Warren Buffet to encourage other billionaires to publicly pledge to give away more than half their wealth to philanthropy during their lifetime or at death…

Read the Winter 2013 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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