Firm Insights - Winter 2013

During the past few months our CEO Arthur Salzer was invited to present at two Institute for Private Investors (IPI) conferences - one held in Boston and the other in Dallas.

IPI is part of Campden Wealth, the global association that provides networking and educational resources for ultra-high-net-worth families. While these meetings were conducted in a safe-harbour environment, Arthur was able to impart and more importantly garner views and experiences as to how successful multi-generational families conduct and orchestrate their family offices. These families have been able to preserve not only their financial wealth, but more importantly their family’s real wealth - intellectual, social and human.

In today’s modern society, avoiding the proverbial “shirtsleeves-to-shirtsleeves in three generations” has become increasingly difficult, but not impossible. Arthur was introduced to, and interacted with, families who demonstrated that the odds can be overcome through commitment and dedication to education, communication and governance.

These unique insights, combined with the professional relationships that were formed during these events and over the past year, will allow us to introduce new services. These services will assist in improving family dynamics and provide guidance in areas such as succession planning and philanthropy to enable your family to succeed through multiple generations.

In this and future editions of The Artisan, we will delve into greater depth regarding our new services. We will focus on the intellectual, social and human side of a family’s wealth, along with our continued emphasis on expanding our open-architecture investment platform in order to bring you the best strategies and solutions for the management of your family’s financial wealth.

From all of us at Northland Wealth Management we wish you and your family a healthy, happy and prosperous 2013.