Family Office Services

 

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Wealth Management

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• Detailed cash flow, income, asset and liability analysis based on key personal and actuarial assumptions.

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• Retirement scenario projections and required rate of return analysis after tax and inflation.

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• Consolidation of net worth and income statements along with analysis of key debt and cash flow ratios.

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• Estate planning for optimum asset protection and tax efficient transfers of wealth.

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• Risk management and insurance planning.

 

• Next generation financial education.

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• Family foundations and philanthropy.

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• Family governance and multi-generational issues.

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• Personal and corporate cash management and bill paying.

 

• Elite global network of family offices.

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Investment Management

 

We help successful families preserve and grow their wealth using the same risk management principles employed by university endowments, pension plans and sovereign wealth funds.

 

We do this by utilizing alternative investments and managers that are only available to institutional investors.

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• Creation of customized client portfolios through asset allocation, manager and security selection.

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• Strategic (long-term) asset allocation and portfolio design.

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• Tactical (active) portfolio positioning to take advantage of valuations or dislocations in an asset class or sector of the market.

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Northland selects the best possible solutions for our families - without conflict or bias.

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• Utilization of alternative investments such as hedge funds, infrastructure, real estate and private equity employing ‘best of class’ managers from Canada, the United States, Europe and Asia. These solutions are favoured by sophisticated investors as they have the ability to produce better returns for the risk taken.  

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• Access to opportunistic investments that offer a higher return potential to exploit market dislocations due to a specific event either at the sector, industry or security level.

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• Best-in-class data aggregation, analytics and performance reporting by Addepar. Northland Wealth's family office reporting system reduces complexity while providing a more meaningful financial picture at the manager, account level and on a consolidated basis.

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