Each quarterly issue of the Northwood Perspective features articles of interest on wealth, family issues, investments, tax planning and current events.
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2018
- Chairman’s Message: Northwood’s 15th Anniversary – How It All Began
- When Do You Need a Family Office?
- Northwood Staff Profile – Andrew Jeffery
- Market Returns are Rarely Average Returns
- Can’t Get No Satisfaction – Update on Federal Tax Changes
2017
- Chairman’s Message: Wigmore in America
- The Summer When Tax Planning Stopped
- Northwood Staff Profile – CC Shaver
- How to Engage the Next Generation in Philanthropy
- A Wild World
- Chairman’s Message: A Matter of Trust
- A Common Reporting Standard
- A Different Breed: The Family Office Advisor
- How a Family Should Approach Investment Risk
- Poloz Takes The Plunge
- Chairman’s Message: Our Time in Japan
- Federal Budget Recap
- Why We Don’t Do Macro Investing
- Time-Weighted vs. Money-Weighted Performance
- Finance Grade 1(01) – 10 Years Later
- Chairman’s Message
- Using Emotional Intelligence to Benefit Family Conversations About Wealth
- Tax Rates Have Risen Substantially for Ontario Taxpayers
- What is a Reasonable Expected Rate of Return?
2016
- Chairman’s Message: The Wigmore Association
- Why Dividend ‘Growth’ Matters
- What is a Family Office? – Our New White Paper
- Managing Your Task List – The Ivey Lee Method
- Blockchain – A Potentially Disruptive Technology
- Chairman’s Message: Seeing Past the Noise
- Your Most Important and Impactful Financial Planning Input
- Tips for Managing Investment Risk
- Sudden Wealth
- Chairman’s Message: Rich Experiences
- Control What You Can Control and Conservatively Estimate the Rest
- Federal Budget Highlights
- The Family Balance Sheet – An Asset Allocation Tool
- Chairman’s Message: The Six Values a Good Advisor Provides to Clients
- Maintaining Perspective in Down Markets
- Taxing News
- Preparing for the Upcoming Life Insurance Rule Changes
- What’s Left to Do with Your Fixed Income Allocation?
2015
- Chairman’s Message: Managing Risk
- The Return of Volatility
- Back to School – Time to Review Your Family’s Education Funding
- The Rules are Changing for Some Common Estate Planning Strategies
- Chairman’s Message: The Opposite of Spoiled
- The Cottage Discussion
- A Deeper Dive into Asset Allocation
- 6 Degrees of Separation
- Summer Reading List
- Chairman’s Message: Starting With Why
- Observations from Silicon Valley
- An Entrepreneurial Family Culture and the Preservation of Wealth
- Remembering the Value of Active Management
- Chairman’s Message: Hearing from Clients
- Some Energy for the Conservative Investor
- Welcome to Risk Management 2.0
- Selecting Your Personal Representative
- New Additions to our Website
2014
- Chairman’s Message: Observations on Asia 2014
- How a Family Should Approach Investment Risk
- Conversations on the Transition of Wealth
- The Power of Dividend-Paying Stocks
- Chairman’s Message: Facts and Controllables
- Introducing the Northwood Investment Insights
- Effectively Managing Direct Private Equity Investments
- The Importance of Clarifying Values in a Family Wealth Plan
- Ontario Budget Update
- Summer Reading List
- Chairman’s Message: Busy and Fruitful
- Three Strategies to Safeguard Client Equity Portfolios
- Shaping of the Next Generation of Wealth and Generosity
- Weighing the Benefits of Spousal RRSPs
- Federal Budget Update
- Words of Wisdom from the Oracle of Omaha
- Chairman’s Message: You Still Have to Get Back
- Both Sides of the US Equity Story
- Wigmore in Rio
- Three Steps to Foster Financial Responsibility in Kids
- What’s in a Name?
- New Additions to the Northwood Website
2013
- Chairman’s Message: The Importance of Perspective
- Q&A with the Authors of Family Wealth Management
- The Value of Family Trusts for HNW Families
- Interview with the Family Office Leadership Summit
- Noteworthy Links
- Chairman’s Message: Northwood’s 10th Anniversary
- This Time Economists Really Don’t Know
- 2013 STEP Conference Update
- Two Trends That Will Impact Wealthy Families
- Working Effectively With Your Accounting Firm
- 2013 Summer Reading List
- Chairman’s Message: Positive Developments
- How Much Should You Leave to the Kids?
- Wigmore Association: A European Vantage Point
- Canadian Federal Budget Highlights
- The Value Of Value Investing
- Five Reasons You Should Give Your Son or Daughter Funds to Invest in a TFSA
- Chairman’s Message: Coping With All the Paper
- The Closest Thing to a Crystal Ball…
- A Lesson from Pension Funds for Private Clients
- The Critical Importance of a Disciplined Investment Process
- Philanthropy for the Ultra Wealthy – The Giving Pledge
2012
- Chairman’s Message: Northwood Hosts Wigmore
- Control what you can control and conservatively estimate the rest
- A German perspective on the European Crisis, the ECB, Merkel, and “The Greeks”
- Start with your family’s goals… But what are they?
- IRS offers amnesty to non-resident US taxpayers
- Chairman’s Message: 25th Issue of the Northwood Perspective
- A Rush to Safety
- Editorial Comment: It’s Not That Complicated!
- Northwood Q & A: Issues Facing US Citizens Resident in Canada
- Summer Reading List
- Chairman’s Message: Perspective from Down Under
- Canada has become even more ‘Resource-full’
- Northwood Launches Two New Websites
- 2012 Federal and Ontario Budget Highlights
- Chairman’s Message: What’s your Hassle Map?
- Where will the spotlight shine next?
- Global Family Office Collaboration
- Raising Children of Affluence
- Is it time to teach the old dog new tricks?
2011
- Chairman’s Message: Busy Summer
- Holding Steady Above Par
- Summer Reading List
- A Different Breed: The Family Office Advisor
- 2011 Federal Budget Updates
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2010
- Chairman’s Message: On the Front Lines of Private Wealth
- What a Difference a Year Makes!
- Book Review: “Silver Spoon Kids”
- A Ticking Water Balloon
- A Different Breed: The Family Office Advisor
- Chairman’s Message: The West German Headache Center
- A Decade of Extremes
- Perpetual Guaranteed Return
- A Lasting Legacy: The Importance of Updating your Estate Plan
- Chairman’s Message: Enough
- Sideways – A break from the storm
- How will you Measure your Life?
- Maybe it’s not so cold up here after all
- The Tip of the Iceberg
- Chairman’s Message: Busy Summer
- The Shoemaker’s Children
- What’s in a Name?
- The Role of Bonds in a Portfolio
- Summer Reading List
2009
- Chairman’s Message: Crisis = Danger + Opportunity
- A New Look for Northwood
- Two Important Tax Updates
- Book Review: The Tao of Warren Buffett
- Putting Goal-Based Investing to the Test!
- Chairman’s Message: Let’s Hope Next Year is Better
- Swimming Naked
- 2008 – A Year of Emotion and Upheaval
- Evaluating Investment Managers
- Black Swans and Improbable Events
- Chairman’s Message: What is the Rest of the Story?
- The Family Office – A Bit of History
- Insurance as an Asset Class
- Canadian Citizenship for the Wealthy Global Family: The World’s Best-Kept Secret
- Christmas Shopping List: Some Captivating Book Ideas
- Chairman’s Message: Aaah, Summer!
- Are you Losing Money in Bonds?: Understanding the Tax-effect
- Are you (or a family member) an American citizen?
- Summer Reading Selection
- Banff Family Office conference: Immigrants and Natives
2008
- Chairman’s Message: Particularly Painful
- Expectations Management
- Money and Values Across the Generations
- Guest Column – Volatility, Risk and Valuation
- Guest Column – Florida Real Estate Opportunities: What Canadians Need to Know
- Chairman’s Message: New Year Potpourri
- What to Remember in Volatile Markets
- Northwood once again Ranked #1 Independent Family Office in Canada
- Guest Column – Investing in Art
- Are you Ready to Sell Your Business?
- Guest Column – Life Coaching…What’s it all about?
- Is Your Financial Future in Your DNA?
- Chairman’s Message: The Lost Meaning of Wealth
- Keeping Your Head
- Year End Tax Planning
- A Different Breed: Characteristics of a Good Family Office Advisor
- First-Ever Canadian Family Office Forum
- Chairman’s Message: A Tale of Two Cities
- Do You Understand Your Will?
- Insights from Yale’s Charlie Ellis
- Northwood Adds TD Capital Private Equity as Private Equity Manager
- Guest Column – Engaging the Next Generation
- A Window on US Wealth Management
- An Excerpt from the 2007 Berkshire Hathaway Annual Letter
2007
- Chairman’s Message: Spring Cleaning
- Finance Grade 1(01)
- Suddenly Liquid
- Federal Budget 2007 Recap
- Guest Column – Non-Traditional Financing: What to Do When the Bank Says No
- Estate Freeze
- Chairman’s Message: Getting Organized
- Northwood Ranked #1 Independent Family Office in Canada
- A Lasting Legacy: The Importance of Updating Your Estate Plan
- A Generational Shift: Entrepreneurs to Sell Businesses in Record Numbers
- Managing Managers
- Income Trusts: Our Two Cents
- Chairman’s Message: The Value of Knowing your Values
- Book Review: “Silver Spoon Kids”
- Is it Time to Donate Securities?
- Seven World Trends to Watch for
- Don’t Lose Money
- What’s New at Northwood Stephens
- Chairman’s Message: The Catalysts for Engaging a Family Office
- Do You Need a Family Office?
- The Benefits of Proper Investment Manager Combination
- Guest Column – Selling Smarter: Minimizing Legal ‘Skeletons’
- What’s New at Northwood
2006
- Chairman’s Message: Giving, Health and Family Memories
- Risk Optimization: Don’t Put All Your Eggs in One Bucket
- Cottage Planning
- Strategic Family Philanthropy
- Your Best Interest: Dividend Paying Stocks
- Guest Column – Health: Why is it “Off Balance Sheet”?
- Chairman’s Message: Net Worth Management
- What is a Family Office?
- Can You Achieve Perpetual, Guaranteed, Risk-Free Return?
- Long-Term Investing in a Short-Term World
- A Charitable Federal Budget
- Report on China
- Chairman’s Message: Integrated Thinking
- A Tale of Three Sectors
- How and When to Talk to Your Kids About Money
- Has Privacy Become Obsolete?
- The Finer Points of Choosing a Personal Representative
- Chairman’s Message: New Year’s Gratitude List
- Don’t Miss the Low-Hanging Fruit
- An Update on the U.S. Income and Estate Tax Legislation
- Dividend Investing
- Property and Casualty Insurance