Family Governance, Succession & Philanthropy

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We help families develop giving strategies, succession plans, and learning and development plans that help the next generation preserve the family legacy and values that matter.

Our services include:

  • Family Governance & Succession
    • Help develop mission statements and governance frameworks
    • Help develop custom succession, estate, and legacy plans
    • Help prepare next generations for long-term stewardship of wealth, legacy, and philanthropy through our Rising Generation initiatives
  • Family Philanthropy
    • Design and manage custom philanthropic initiatives, like foundations, as needed
    • Help review grants and risk management frameworks
    • Structure granting and giving strategies and help ensure investments align with philanthropic goals
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“Corient” is a business name that is used by Northwood Family Office Ltd. (Northwood). Northwood is registered as a portfolio manager and exempt market dealer in all Canadian provinces and territories. Northwood is a multi-family office offering integrated planning, investment management and wealth administration services to its clients. For a complete discussion of the services offered by Northwood, please request a copy of the Relationship Disclosure Information, including a copy of the privacy policy, complaints policy and code of ethics.

 

Corient is not a lender or bank and does not provide loans or lines of credit to clients. Corient is not an insurance company, broker or carrier.