Northwood Family Office is an independent, privately-owned boutique family office, which provides comprehensive Net Worth Management to wealthy Canadian and global families. A family office acts as a private CFO to wealthy families, with a dedicated team of professional advisors who oversee clients' complete financial affairs.
Just like a successful business brings together disciplines to work cooperatively, families of substantial wealth must also take a coordinated approach to their affairs. In this video, we meet 'The Spencers'. They are fictional, but altogether typical of the families that need the services of a family office.
Just like a successful business brings together disciplines to work cooperatively, families of substantial wealth must also take a coordinated approach to their affairs. In this video, we meet 'The Spencers'. They are fictional, but altogether typical of the families that need the services of a family office.
Services
Our unique Net Worth Management approach starts with an overall view of a family's wealth. Wealth is more than just investments. It includes all assets and liabilities, such as family businesses, vacation homes, investment real estate, philanthropic funds and human capital. At Northwood, we start with the premise that the management of net worth must be planned and managed on an integrated basis.
Northwood Family Office is an independent, privately-owned family office which provides comprehensive Net Worth Management to successful families. We act as the personal CFO (Chief Financial Officer) for our clients, coordinating and managing the complexities of the family businesses, investments and broader family affairs.
The Northwood team has a broad range of backgrounds and experience, which gives us the depth and specialized skills to deal with the complexities of family financial issues. The years of experience and the professional designations and professions of origin of each of the Northwood professionals are found below.
Our family office relationships start with a conversation. We sit down with a family and talk about their hopes, their goals, the resources they have at their disposal, and the constraints and challenges they face. We also discuss what they are looking for from their family office and, together, we tailor-make a service plan that will work for them.
A family office acts as a personal CFO or chief advisor to successful families, with a dedicated team of professionals who oversee and manage the complete financial affairs of client families. With origins tracing back to wealthy 19th century European and American families, family offices have a long history of providing a wide range of highly specialized and custom-tailored services.
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