The Multi-Generational Family
A wealth creator present and in control, married with adult children. Mostly liquid wealth from accumulated savings, the sale of a business plus a few small real estate investments.
What Can Northland Wealth Management Provide?
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Custom tailored portfolios professionally managed to individual mandates
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A relationship management team providing personal service and expert advice every step of the way
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Education and guidance on financial matters
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Full family relationships
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Financial planning covering retirement, estates and taxation
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Easy to read consolidated reporting
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Regular meetings at a frequency determined by the client
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Collaboration with the existing professional team such as lawyers and accountants
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Detailed performance reporting
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Facilitate the consolidation of investments and assets
Common Concerns (Prior to Working with Northland)
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Worried about taking too much risk
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Not sure who will manage things when no longer able
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Concerned about estate tax liability