Winter 2018 – From the Archive

Looking back to the Winter 2018 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Northwood’s 15th Anniversary – How It All Began

We believed that a firm that offered the best of all three platforms would be an attractive offering to high net worth clients, especially if it could be delivered all in one place for the convenience of the family…

When Do You Need a Family Office?

2017 was a year of continued growth for us at Northwood Family Office, with the addition of a number of new families who chose Northwood to manage their integrated financial affairs. This got me thinking about what things typically lead a family to search for a family office and eventually end up knocking on our door…

Northwood Staff Profile – Andrew Jeffery

The ‘Northwood Staff Profile’ consists of an interview with a team member at Northwood. This quarter, Andrew Jeffery, who has been on the client service team at Northwood since 2015…

Market Returns are Rarely Average Returns

As the new year begins, the question on many investors’ minds (as always) is – what type of investment returns can I expect in 2018? Everyone knows that the good times cannot go on forever, but no one is sure what the catalyst will be to slow down or flip the market, or when it will hit…

Can’t Get No Satisfaction – Update on Federal Tax Changes

It’s been almost six months since the Finance Minister first released his broad sweeping proposals impacting private corporations and their shareholders…

‍Read the Winter 2018 Issue