Northwood Family Office
Northwood Family Office
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Is Your Infrastructure Resilient? Tom McCullough and Natasha Pearl
In this week's episode, host Tom McCullough and Natasha Pearl highlight the importance of personal and administrative infrastructure for wealthy individuals and their advisors. Using the example of "Mr. Bluebird," she illustrates how a lack of infrastructure can lead to financial and personal challenges. Natasha provides a seven-step plan to help identify and address infrastructure deficiencies, emphasizing the value of resilient infrastructure in wealth preservation and quality of life.
มุมมอง: 24

วีดีโอ

Developing a Family Wealth Education Plan - Keith Whitaker & Dr. Kirby Rosplock
มุมมอง 493 หลายเดือนก่อน
In this episode, we delve into Dr. Kirby Rosplock's insights on developing a family wealth education plan, highlighting the journey from financial parenting to engaging adult family members with innovative learning strategies. Discover the transformative approach to preparing generations for wealth stewardship, ensuring the sustainability and growth of family legacies through tailored education...
Finding an Advisor Who Will Help Your Family Thrive for Generations - Kathy Lintz and Ned Rollhaus
มุมมอง 245 หลายเดือนก่อน
In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise - all in a helpful checklist.
Democratizing Family Decision-Making with Keith Whitaker and Barbara Hauser
มุมมอง 185 หลายเดือนก่อน
In this engaging podcast episode, Barbara Hauser explores the concept of democratizing family decision-making to avoid conflicts and foster fairness within families. Drawing on her extensive experience, she discusses the importance of transparency, accountability, and participation as key principles for successful family governance, sharing real-life examples of how these principles transformed...
Expectations versus Agreements - Tom McCullough, Stephanie Hardwick & Mimi Ramsey
มุมมอง 206 หลายเดือนก่อน
In this thought-provoking podcast episode, co-host Tom McCullough talks with Stephanie Hardwick and Mimi Ramsey about the complex dynamics of expectations versus agreements within affluent families. They highlight the often unspoken and unmet expectations that can lead to turbulence and resentment and they provide a practical process for transforming these unshared expectations into co-created ...
Creating Internal Controls and Policy & Procedures for a Family Office with Eugene Lipitz
มุมมอง 818 หลายเดือนก่อน
Does the best thief make the best guardian? Where are the potentials for fraud in your family office structure? How can you make decisions "stick" amid the swirl of family passions? These aren't pleasant questions to think about, but family offices ignore them at their peril. In this engaging episode, family office COO Eugene Lipitz discusses the importance of creating internal controls policie...
Making Better Decisions by Telling Stories That Have “Already Happened”
มุมมอง 228 หลายเดือนก่อน
In this episode, join Stacy Allred as she shares insights on making better decisions by leveraging the power of storytelling. Discover the concept of prospective hindsight and how it can combat common decision biases. Learn about the premortem and promortem tools, developed by cognitive psychologist Gary A. Klein, to identify risks, optimize opportunities, and strengthen decision-making. Gain p...
Understanding Advisors' Fees - Keith Whitaker and Mark Pletts
มุมมอง 349 หลายเดือนก่อน
In this episode, Mark Pletts encourages families to understand the costs associated with financial services and products, especially due to the pervasive lack of transparency in the industry. He advises them to ask their advisors detailed questions about fees and compensation structures to become better stewards of their wealth and avoid conflicts of interest. This includes attorneys, CPAs, wea...
Creating an Ethical Will
มุมมอง 1010 หลายเดือนก่อน
Join us for a thought-provoking episode as we explore the concept of ethical wills with Scotty McLennan. Discover how an ethical will goes beyond material possessions, focusing on passing on a vision of the qualitative dimensions of life that matter most. Learn how to craft a values-based letter to your loved ones, expressing your beliefs, lessons, hopes, and requests, and leaving a lasting leg...
Practical Tools for Building Healthy Families - Wealth of Wisdom Podcast
มุมมอง 1710 หลายเดือนก่อน
In this week's episode, Keith Whitaker and Christian Stewart explore practical tools for building healthy families, emphasizing the importance of becoming a learning organization. It explores both individual and family perspectives on improving communication, trust, and collaboration, offering a curriculum to enhance skills and foster resilience within the family.
Building a Smart Aging Plan - Susan Hyatt and Tom McCullough
มุมมอง 68ปีที่แล้ว
In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews the Chair & Co-founder of Silver Sherpa Inc., Susan Hyatt. Tom and Susan discuss Susan's chapter - Building a Smart Aging Plan. They discuss 'Smart Aging' and how to incorporate health and personal care into your financial retirement plan to live your best 'third act'. Susan gives her advice on the best ...
Four Profound Questions for Families - Keith Whitaker and Ellen Miley Perry
มุมมอง 122ปีที่แล้ว
In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews founder and managing partner of Wealthbridge Partners, Ellen Miley Perry. Keith and Ellen discuss her chapter on the four profound questions families should ask for a pathway to deep connection, emotional intimacy and a greater familial well-being.
Understanding the True Goals of Wealth Preparation - Keith Whitaker and James Grubman
มุมมอง 114ปีที่แล้ว
In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews James Grubman. Keith and James discuss James' chapter - Understanding the True Goals of Wealth Preparation - and how this chapter provides an exercise for families of new wealth that puts things into perspective, revealing what they do not yet understand about preparing for wealth and how to properly str...
Tapping Character Strengths to Move Families Forward, with Kristin Keffeler and Tom McCullough
มุมมอง 63ปีที่แล้ว
In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews the founder and owner of illumination360, Kristin Keffeler. Tom and Kristin discuss Kristin's chapter - Tapping Character Strengths to Move Families Forward - and how this chapter provides the tools to measure, apply and recognize character strengths amongst family members. Kristin discusses "strength sp...
Creating a Family Owner’s Manual, with Josh Kanter and Tom McCullough
มุมมอง 113ปีที่แล้ว
In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews family, business and legal consultant Josh Kanter. Tom and Josh discuss Josh's chapter - Creating a Family Owner's Manual - and how this practice can help track key family information, identify blind spots, and educate family members and advisors. www.northwoodfamilyoffice.com www.wisecounselresearch.com
Deciding If You Should Join the Family Business
มุมมอง 119ปีที่แล้ว
Deciding If You Should Join the Family Business
Expressing Purpose in Your Trusts with John A. Warnick and Tom McCullough
มุมมอง 66ปีที่แล้ว
Expressing Purpose in Your Trusts with John A. Warnick and Tom McCullough
Envisioning the Future with Tom McCullough and Dr. Jamie Traeger-Muney
มุมมอง 61ปีที่แล้ว
Envisioning the Future with Tom McCullough and Dr. Jamie Traeger-Muney
Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors | Tom McCullough at Rotman
มุมมอง 586ปีที่แล้ว
Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors | Tom McCullough at Rotman
Three Practices for Building Family Capital with Jay Hughes and Tom McCullough
มุมมอง 1642 ปีที่แล้ว
Three Practices for Building Family Capital with Jay Hughes and Tom McCullough
Introducing Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors
มุมมอง 3572 ปีที่แล้ว
Introducing Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors
A Discussion with Sandaire's CEO James Fleming on COVID-19
มุมมอง 1124 ปีที่แล้ว
A Discussion with Sandaire's CEO James Fleming on COVID-19
A Discussion with Northwood's Chairman and CEO Tom McCullough on COVID-19
มุมมอง 1734 ปีที่แล้ว
A Discussion with Northwood's Chairman and CEO Tom McCullough on COVID-19
Northwood Family Office - The Spencers
มุมมอง 1.6K5 ปีที่แล้ว
Northwood Family Office - The Spencers
How Should Families Think About Risk?
มุมมอง 1266 ปีที่แล้ว
How Should Families Think About Risk?
What are the Seven Imperatives?
มุมมอง 976 ปีที่แล้ว
What are the Seven Imperatives?
How to Put the Family Wealth Management Book to Use?
มุมมอง 816 ปีที่แล้ว
How to Put the Family Wealth Management Book to Use?
Who Is Family Wealth Management Written For?
มุมมอง 746 ปีที่แล้ว
Who Is Family Wealth Management Written For?
What Are the Key Themes of Family Wealth Management?
มุมมอง 2266 ปีที่แล้ว
What Are the Key Themes of Family Wealth Management?
Why Did You Write Family Wealth Management?
มุมมอง 866 ปีที่แล้ว
Why Did You Write Family Wealth Management?

ความคิดเห็น

  • @seanyingling1127
    @seanyingling1127 หลายเดือนก่อน

    Pursuing CFP and so much of the information in this book is useful to the 7 steps of planning. Required reading if you are going through a bare bones course such as Kaplan.

  • @TemplumFerreum
    @TemplumFerreum 2 หลายเดือนก่อน

    5:55 it starts

  • @kaydee3407
    @kaydee3407 2 หลายเดือนก่อน

    Venderbilt run the new york based military intelligence network families.. Anderson and mother has been implicated in the pizzagate scandal revealing the use of child rape and torture rings run by them to comtrol washington dc deep state.. Utube : daren mcgowan lauryl canyon 60s miusic scene They work hiden military with thw battleground being the mass mind and its manipulation, social engineering , diversion for the rotshchild fronts in US ..

  • @wb1092
    @wb1092 2 หลายเดือนก่อน

    The changes in family's fortunes is more the rule than the exception. The Rothschild's wealth is maintained by the corruption of the governments under its control. The Rothschild has never produced a great artist or genius. The worst of them have their records expunged, the best are among the worst in human endeavors. They have never been loved by humanity.

  • @rocio4292
    @rocio4292 3 หลายเดือนก่อน

    Anderson Cooper is Gloria Vanderbilt's son, working as a "reporter" ... (?!) 🤔🤫

    • @kaydee3407
      @kaydee3407 2 หลายเดือนก่อน

      Venderbilt run the new york based military intelligence network families.. Anderson and mother has been implicated in the pizzagate scandal revealing the use of child rape and torture rings run by them to comtrol washington dc deep state.. Utube : daren mcgowan lauryl canyon 60s miusic scene They work hiden military with thw battleground being the mass mind and its manipulation, social engineering , diversion for the rotshchild fronts in US ..

    • @BrianFoster-ji9fp
      @BrianFoster-ji9fp 2 หลายเดือนก่อน

      You're correct. He is. And a good one, too.

  • @Most_Trustworthy_Weasel
    @Most_Trustworthy_Weasel 4 หลายเดือนก่อน

    See I always thought ( facetiously ): THE RICH GET RICHER AND THE GET POORER 😂 Wake up call to reality for some folks.

  • @andrewhodnick6276
    @andrewhodnick6276 4 หลายเดือนก่อน

    Actually both families are still elitists ruling from the shadows

  • @eddyramirez3529
    @eddyramirez3529 4 หลายเดือนก่อน

    The fortune of the Rothschilds dates back to the time when they were chosen to safeguard Jesuit wealth from indigenous exploitation in the Guaraní reductions in Paraguay for 300 years, and when the Jesuit order had to hide their fortune due to the persecution of the monarchies. European companies kept it as front men for the Rothschilds, from here arose banking, the rapid economic fortune and the businesses of this family to multiply the fortune of the Jesuits.

    • @BrazilianImperialist
      @BrazilianImperialist 2 หลายเดือนก่อน

      Again blaming the Jesuit huh😂. No, their family descends from a rabbi. When the America's were discovered the rothschilds were already rolling in money

  • @limjan1667
    @limjan1667 4 หลายเดือนก่อน

    whenever TH-cam put up that blue box, you need to pay “additional” attention to the topic highlighted; and not as what TH-cam tries to tell you.

    • @horsepower33
      @horsepower33 3 หลายเดือนก่อน

      what blue box?

    • @limjan1667
      @limjan1667 3 หลายเดือนก่อน

      @@horsepower33as can be seen here the blue box will highlight Rothschild Family and give you the definition according to Wikipedia as to how TH-cam will want you to understand; however don’t try to understand the way TH-cam wants you to understand; as defined in the blue box, but instead pay special attention to the issue highlighted by the blue box, as in this video’s case, the Rothschild Family; and do your own research instead.

    • @UNOwen-nn6ui
      @UNOwen-nn6ui 2 หลายเดือนก่อน

      This.

    • @trinidad111
      @trinidad111 2 หลายเดือนก่อน

      @@horsepower33​​⁠the disclaimer or fact checker below the video. There’s a box that says “the Rothchilds Family” in blue letters. It basically is saying “whatever they’re saying this is what we want you to believe”

    • @omp365
      @omp365 2 หลายเดือนก่อน

      Facts. This their way of guiding you away from the truth

  • @papi5377
    @papi5377 5 หลายเดือนก่อน

    Wrtburgowie Rotchildowie Rockefellerowie Trumpowie Maxellowie etc... Gratuluję bankructwa międzynarodowego I wszyscy są bez grosza A Tyle wysiłku Nie warto było brać i naśladować moja dwugenowość.

  • @viktoriafaht9734
    @viktoriafaht9734 5 หลายเดือนก่อน

    Why people judge people on their built up family success? And yes they have done errors and faults, and they have paid for them. Other citizens maybe do not put in account by judging. You have never met and never have spoken to these families, so based on what do people judge wealth of families? If you don't like to have a life in a regulated country then ask yourself if you are living in the right system. It's so easy and simple to comment "hell"...have you people ever been in the nowadays hell? If not, stay for several years in survival camp and learn to eveluate things like eating bread today or maybe tomorrow...this is the point how to become wealth and sure there are other things to do like low paid Jobs too.

    • @koltoncrane3099
      @koltoncrane3099 5 หลายเดือนก่อน

      People judge wealth of some families cause some families are corrupt or worse than others. Also saying a regulated country is great because if you leave the country you may only eat bread every other day is absurd. There’s millions of homeless people in the U.S. still today while we’re printing money to fund more endless war or printing money to house new immigrants housed by Us government contractors. Just because someone doesn’t like money printing and theft does not mean they’re against a general rule of law. That’s insane to think someone can be against a country with some regulations simply because they don’t like an overbearing government.

    • @koltoncrane3099
      @koltoncrane3099 5 หลายเดือนก่อน

      Also I think it’s 100% appropriate to judge families that made their fortune by financing endless wars by monarchs or governments. Many banks went from literally lending own their own money like legitimately lending out hard money and then banks morphed into lending out paper fist currency where they can create money out of thin air and keep 10% of deposits as reserves. Of course during the rona banks literally could have 0% in reserves as governments tried to get banks to lend even more. Then ya got the federalreserve that is privatelyowned that pays a 6%dividend to shareholders. I think it’s 100% appropriate to be mad that politicians sold out the ability to print money to the federalreserve. Lincoln did modern monetary theory printing like 400 million or something without issuing any debt. This mad bankers mad obviously. There were even newspaper reports in England worried about Lincoln printing money without issuing debt. Yes it was inflationary but it also showed you didn’t need a privatelyownedcentralbank.

    • @Boyeaton1
      @Boyeaton1 3 หลายเดือนก่อน

      You need to go and do some more homework. Try looking into the Red Cross (Rothschilds) for starters. They create the problems and then string them along for as long as they can begging for our donations yet putting the donations into their back pockets. You clearly watch too much TV/BBC. I bet you are pro Royals too. Look at the links to child trafficking and pedophilia. You're going to be somewhat disappointed!

    • @Arginne
      @Arginne 3 หลายเดือนก่อน

      Hey I got beach front property to sell you in Arkansas! 😂

    • @demelza32
      @demelza32 3 หลายเดือนก่อน

      Do you have any idea what these wealthy people get up to?? Please do your homework, and keep an open mind.The corruption, lies and abuse is rife.

  • @jorgezuniga6561
    @jorgezuniga6561 7 หลายเดือนก่อน

    Ashwutz jews , zionists & luceferians = the red shield 🛡 bloodlines win

    • @BrazilianImperialist
      @BrazilianImperialist 2 หลายเดือนก่อน

      Not luciferians neither ashkenazis. Just jews

  • @tarawhite4419
    @tarawhite4419 7 หลายเดือนก่อน

    Hell vs hell that's hilarious

  • @madeleines3501
    @madeleines3501 7 หลายเดือนก่อน

    Inbreeding

  • @procolosauzullo2007
    @procolosauzullo2007 7 หลายเดือนก่อน

    Gentaglia inglesi ed ebrei il peggio!

  • @md.helaluddin7613
    @md.helaluddin7613 7 หลายเดือนก่อน

    HELL VS hell

  • @jcgizzle
    @jcgizzle 7 หลายเดือนก่อน

    Thank you for this interview! Eye opening topics about family building and great lessons for families of all income levels.

  • @imiemallari672
    @imiemallari672 2 ปีที่แล้ว

    He was nervous explaining it by by the their the the

  • @MairaBay
    @MairaBay 3 ปีที่แล้ว

    Great video! Explains very well who the target audience for FOs is. My question is: can it also be done for extended families? For example, the siblings of the Spencers. Or would they typically have their own separate FO? Thanks!

  • @loonylinn8824
    @loonylinn8824 4 ปีที่แล้ว

    Correct!