Philanthropy Planning

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We help to develop your family's wealth philosophy and to implement strategies that help their next generations to preserve the family legacy and values that matter.

birds eye view looking over trees and river stream

Our services include:

  • Designing your family's wealth philosophy and designing a program to reflect it
  • Helping to review grants and risk management frameworks
  • Structuring granting and giving strategies as well as helping 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 notice, 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.