In their recently-released book, Tom McCullough and Keith Whitaker identify 50 most important questions wealthy families wrestle with on the topics of planning, preparation of the rising generations, governance, investing, philanthropy, finding good advisors and other relevant issues. And it delivers answers to those questions from 50 of the world's leading thinkers and practitioners in the field of family wealth.
In this presentation, Tom McCullough talks about his most important findings and how he coordinated 50 top speakers across wealth management and investment landscape including James Grubman, Howard Marks and Charles Ellis. He also discusses how the concepts can be used effectively as a tool to stimulate constructive discussion within families.
Chairman & CEO, Northwood Family Office
Tom has spent over 35 years in the wealth management/family office field, initially in senior executive roles with RBC Wealth Management. Tom co-founded Northwood Family Office in 2003. Northwood has consistently been recognized as the '#1 independent family office in Canada' by Euromoney in its global private banking survey.
Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto's Rotman School of Management, and is a faculty member in Rotman's Family Wealth Management program for families of wealth. He is also a Fellow of the Family Firm Institute (FFI) and holds an Advanced Certificate in Family Business Advising from FFI.
Tom holds an MBA from the Schulich School of Business at York University, as well as the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations, and is a registered Portfolio Manager. He is actively involved in a wide range of philanthropic and community activities, in Canada and the developing world. Tom is also the board chair of The Bentway Conservancy, a new 1.75 km urban public park and performance space underneath Toronto's Gardiner Expressway.
Partner, Family Business Advisory, Deloitte
Michelle leads Deloitte's Canadian Business Family Advisory and BC Real Estate practices. The Business Family Advisory practice focuses on family governance and constitutions, continuity and succession planning. Michelle is also a key contributor to Deloitte's national innovation council, Future of Canada series and the use of design thinking to support clients' aspirations for new disruptive marketing offerings. She has more than 20 years' business consulting experience in North America, Europe and Africa.