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The Northwood Perspective

Looking back to the Summer 2017 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: A Matter of Trust

I had the pleasure of attending a two-day conference on Trustees and Beneficiaries in Atlanta last month put on by the Family Office Exchange (FOX). At Northwood, we help many of our clients manage various aspects of their family trusts and select appropriate trustees…

A Common Reporting Standard

In 2014, the US government started enforcing the rules of the Foreign Account Tax Compliance Act (FATCA), and Canada announced it had entered into the Canada-US Intergovernmental Agreement…

A Different Breed: The Family Office Advisor

We are regularly called upon to answer the question, “how exactly is a family office different than other advisory firms?”…

How a Family Should Approach Investment Risk

Most wealthy families have likely been through the standard risk assessment process that takes place at the beginning of a new advisor relationship. They have been asked to answer a series of boilerplate questions to gauge the level of portfolio volatility they think they can stand emotionally, which is often characterized as risk tolerance…

Poloz Takes The Plunge

Until earlier this month, the last time the Bank of Canada(BOC)raised its benchmark interest rate was almost seven years ago…

Read the Summer 2017 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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