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The Northwood Perspective

Looking back to the Fall 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: What is the Rest of the Story?

What is the rest of the story? Many people who achieve spectacular success in one area leave other parts of their life in shambles…

The Family Office – A Bit of History

What is a Family Office? At a recent conference, I answered this very question for someone, who then replied ‘So when did the family office concept start?’…

Insurance as an Asset Class

Insurance offers a very attractive tax advantage, since it grows tax free and is distributed tax free at death…

Canadian Citizenship for the Wealthy Global Family: The World’s Best-Kept Secret

Wealthy global families are becoming increasingly aware of their need for a well thought-out citizenship and residency strategy to protect their wealth and to safeguard their freedom of movement…

Christmas Shopping List: Some Captivating Book Ideas

Here are some of the book recommendations from the speakers at the Fall 2009 Private Family Office conference…

Read the Fall 2009 Issue

Tom McCullough

Tom McCullough is Chairman and CEO of Northwood Family Office, which looks after the investments and integrated financial affairs of wealthy families with $10 million or more. He teaches ‘The Management of Private Wealth’ in the MBA program at the University of Toronto’s Rotman School of Management, and is also co-author of the books, Family Wealth Management and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.

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