Client Profiles
Your financial life, your customized solution
At Northland Wealth we give families peace of mind by providing objective and unconflicted advice, drawing upon expertise in financial and estate planning, family governance, philanthropy and closely held business and succession issues.
Northland's client families generally have investable assets exceeding $5 million.
The Multi-Generational Family
A wealth creator present and in control, married with adult children. Mostly liquid wealth from the sale of a business, accumulated savings and real estate investments.
What Can Northland Wealth Management Provide?
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Bespoke 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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Industry leading investment reporting with the ability to report on private investments
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Regular meetings at a frequency determined by the family
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Collaboration with the existing professional team such as lawyers and accountants
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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 to
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Concerned about estate tax liability