The thought of discussing inheritances with family members can be emotional and uncomfortable if not approached in the right way. The late Charles Collier was the former senior philanthropic adviser at Harvard University, where he served for 25 years. He…
One of the most common questions we get from our clients is how to maximize the chances of a successful wealth transfer and retain strong family relationships. Clients want to ensure that their hard work and legacy continue to live…
The following article was written by Northwood’s Chairman and CEO Tom McCullough, and was published by Barron’s magazine in April 2019. Read the original article on Barron’s In 1978, Prince Charles was 30 years old and had a bright future…
Cottage season is here and those of us that count ourselves among the lucky number of families who enjoy summer days out of the city will be on our way to our favourite “side”: lakeside, oceanside, mountainside or countryside. At…
Looking back to the Fall 2014 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: Observations on Asia 2014 “It is better to travel 10,000 miles…
“A relatively small group of Gen Xers and Millennials are inheriting over $40 trillion in wealth, much of that designated for charitable giving. Many are making their own wealth, too. They will be the major donors in America for decades…
by Tom McCullough and Mark Haynes Daniell Note: This article also appeared in Investments & Wealth Monitor, Sept/Oct 2014. North America is in the early stages of a massive intergenerational wealth transfer with almost $1 trillion changing hands each year, and this…
Looking back to the Winter 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: The West German Headache Center A few months ago, I heard…
Looking back to the Summer 2008 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 Tale of Two Cities This has been a very difficult…
Looking back to the Spring 2008 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues. Articles in this issue: Chairman’s Message: Particularly Painful One of the other consequences of volatile and difficult…
