Dealing with the Covid-19 pandemic has been, to say the least, a challenge. Having to social distance, balance our work and family lives as we work from home, and watch our investments ride a roller coaster have all created stress…
Join me May 21-24, 2020 for the University of Toronto Rotman School of Management's annual 3 1/2-day Family Wealth Management program. Learn the key frameworks for successful wealth management, including how to avoid common mistakes. This program is designed for…
We wanted to let all of our regular readers know that Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask is still available for sale on Amazon. The book came out in December 2018, but would make a great…
Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask, the new book by Northwood Chairman Tom McCullough and family advisor Keith Whitaker, is now available for purchase on Amazon and other major booksellers. The global book tour kicked off…
As you might imagine, we do a substantial amount of reading in our work of managing the financial and personal affairs of families of wealth. This includes quarterly investment letters, political think pieces, global trends and, of course, topics in…
This piece by Dr. James Grubman and Dr. Dennis Jaffe, is one of the many thought-provoking guest essays originally featured in my new book, ‘Family Wealth Management – 7 Imperatives for Successful Investing in the New World Order’, available on Amazon…
Looking back to the Spring 2010 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: On the Front Lines of Private Wealth Every Tuesday, I teach…
