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?​

• Custom tailored portfolios professionally managed to individual mandates

• A relationship management team providing personal service and expert advice every step of the way

• Education and guidance on financial matters

• Full family relationships

• Financial planning covering retirement, estates and taxation

• Easy to read consolidated reporting

• Regular meetings at a frequency determined by the client

• Collaboration with the existing professional team such as lawyers and accountants

• Detailed performance reporting

• Facilitate the consolidation of investments and assets
  
   

Common Concerns (Prior to Working with Northland)​

• Worried about taking too much risk

• Not sure who will manage things when no longer able

• Concerned about estate tax liability