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The Northwood Perspective

Looking back to the Winter 2007 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Getting Organized

One of the reasons clients come to us is to help them get their financial affairs organized. Since a family’s financial affairs tend to overlap and intertwine with numerous aspects of their lives, making sure a comprehensive plan is in place can be quite beneficial…

Northwood Ranked #1 Independent Family Office in Canada

Northwood has been ranked as the best independent Family Office in Canada in Euromoney magazine’s annual global private banking survey…

A Lasting Legacy: The Importance of Updating Your Estate Plan

In our busy lives, it’s easy to put off updating and reviewing our estate plans. But the time we take to make sure our wishes are properly documented could be one of the best gifts we leave to our family and friends…

Managing Managers

Many successful families tell us that their current portfolio of investments is a collection of random individual investments, funds, and products, bought through multiple advisors over the years, with little ongoing oversight and no identifiable strategy guiding the investment decisions and makeup of the ultimate portfolio…

Income Trusts: Our Two Cents

The announcement last Fall by Minister of Finance Jim Flaherty regarding proposed changes to taxes on income trusts will permanently change Canadian capital markets…

Read the Winter 2007 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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