• Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel

  • Jul 19 2024
  • Duración: 1 h y 2 m
  • Podcast

Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel Por arte de portada

Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel

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  • In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset.Throughout the conversation, Tom explores key topics such as long-term sustainability of family enterprises, the intersection of personal passions and societal needs in the Ikigai concept, and the role of professional guidance in navigating family dynamics. He discusses the unique challenges and opportunities inherent in family-owned businesses, highlighting the immense value of open dialogue and experienced counsel in safeguarding legacies for future generations.About Tom McCullough Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multi-family office. He has spent over 35 years in the wealth management/family office field.Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He was recently awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry’ by the 2020 Family Wealth Report Awards. Resources discussed in this episode:Wealth of Wisdom: The Top 50 Questions Wealthy Families AskWealth of Wisdom: Top Practices for Wealthy Families and Their AdvisorsFamily Wealth Management: Seven Imperatives For Successful Investing (2nd Edition) (Raffles Family Wealth and Legacy, 3)Family Wealth Management: Seven Imperatives for Successful Investing in the New World OrderThe Trusted AdvisorThe Rise of the Integrated AdvisorUltra High Net worth InstituteWealth of Wisdom PodcastContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Tom McCullough | Northwood Family OfficeWebsite: www.northwoodfamilyoffice.comLinkedIn: Tom McCulloughEmail: tm@northwoodfamilyoffice.com
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