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
Sign In
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 NORTHWOOD PERSPECTIVE
Expert Insights & Advice From Our Team
Economy
November 14, 2024
Post-Election Reflections: Why Discipline Matters More Than Overreaction
The Northwood Perspective
September 25, 2024
Chairman's Message: What I Value as a Northwood Client
The Northwood Perspective
February 22, 2024
Demographic Disruption: How an Aging Society Will Change Everything
The Northwood Perspective
February 22, 2024
Northwood Staff Profile: Geoff Hayman
The Northwood Perspective
February 22, 2024
Northwood Around The World: Vietnam
Reading List
December 21, 2023
The Northwood Holiday Reading List - 2024
The Northwood Perspective
October 11, 2023
Chairman’s Message: Hiring Integrated Advisors
The Northwood Perspective
October 11, 2023
Real Estate is Not Real Estate
The Northwood Perspective
October 11, 2023
Navigating the Potential Impact of Tax Changes on Your Finances
The Northwood Perspective
October 11, 2023
How to identify an integrated financial advisor in a noisy world
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