About Us
Our History
Northwood’s mission is to bring direction, perspective and confidence to the everyday management of our clients’ net worth.
Our Core Values
We have nine core values, each of these are reflected in our everyday work and is the fabric of Northwood’s culture.
Our Team
The Northwood team has a broad range of backgrounds and experience.
Our Approach
Integrated Planning
We identify priority issues, map out a game plan and develop solutions together to meet your family’s objectives.
Investment Management
We manage client portfolios to meet individual family goals, and offer a unique variety of traditional and alternative asset classes that both grow wealth and protect capital.
Family Engagement
Our job is not only to manage our client families financial capital, but also to help them communicate, work collaboratively and pass wealth and values successfully to future generations.
Wealth Administration
We streamline wealth administration to help ensure your family is organized and in control, and we make it easy to access information to help guide decision-making.
Our Families
Client Case Studies
Learn about some clients we work with at Northwood.
Client Testimonials
See what our clients have to say.
Meet the Spencers
Watch a short video on a typical (fictional) Northwood family.
Self-Assessment
Complete our 10 minute assessment to evaluate your family’s needs.
Our Perspective
The Perspective Blog
Read all of our latest thought leadership content along with our quarterly reading list here.
Our Books
Learn about the books published by our Chairman & CEO Tom McCullough.
Our White Papers
Northwood’s white papers cover a variety of issues surrounding family wealth.
Contact
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About Us
Our History
Our Core Values
Our Team
Our Approach
Integrated Planning
Investment Management
Family Dynamics
Wealth Administration
Our Families
Client Case Studies
Client Testimonials
Meet the Spencers
Self Assessment
Our Perspective
The Perspective Blog
Our Books
Our White Papers
Contact Us
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The Perspective Blog
Estate Planning
Estate Planning
January 25, 2022
How Do you Start a Family Conversation About Financial Inheritance?
Estate Planning
October 12, 2021
How Much Money Should You Leave Your Children and When?
Estate Planning
July 12, 2021
Preserving a Shared Family Home
Estate Planning
June 13, 2019
Planning for Longer Lives Should Be a Family Project
