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Client Profiles

Your family's tailored wealth solution

 

At Northland Wealth we give our clients peace of mind by providing objective and unconflicted advice.

 

We appreciate the uniqueness of each family and individual whereby we craft bespoke solutions to meet their complex needs.  

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By drawing on our extensive 30+ years of portfolio management expertise managing and advising family offices, private wealth and institutional investors, we create investment portfolios designed to realize meaningful outcomes. 

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In addition, our advising professionals have a broad range of expertise in financial & estate planning, family governance, philanthropy and closely held business and succession issues. 

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To ensure the highest quality of service, Northland Wealth typically serves select families, individuals or institutions which generally have investment capital exceeding $10 million or a net worth greater than $20 million.

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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.

Successful multi-generation family enjoy

What Can Northland Wealth Management Provide?​

  • Full family relationship management

  • Discretionary - i.e. outsourced chief investment officer (OCIO) services or non-discretionary mandates

  • A holistic picture of both the family’s liquid and private assets across the entire estate in near real-time

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

  • Education and guidance on the human capital of the family

  • Financial planning covering retirement, estates and taxation

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

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Common Concerns (Prior to Working with Northland)​

  • How to access best in class institutional asset managers across both public and private markets?

  • What is our family's net worth?

  • How are various asset managers performing?

  • Are we taking too much/insufficient risk?

  • Will the next generation be engaged and fulfilled? 

  • How to manage key documents digitally in a secure fashion amongst the family

  • Can we streamline the collection of tax reporting from a variety of custodians and asset managers?

  • How do we set the investment policy to maximize after-tax returns for the risk taken ? 

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