Wealth Strategy

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We architect tailored strategies and fiduciary structures designed to help protect and grow wealth, mitigate taxes where appropriate and ensure the efficient and thoughtful utilisation—and transfer—of your wealth.

 

Our experienced advisors combine their extensive expertise with advanced wealth planning tools to help you live your life to the fullest. And they leverage their deep fiduciary, governance, succession and transfer planning knowledge to help prepare rising generations for the long-term stewardship of your family wealth and values.

  

Services at a glance

Wealth Planning

We leverage advanced planning tools to help develop wealth forecasts and comprehensive financial plans that can help you live your life to the fullest.

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Wealth Transfer

Wealth transfer experts can help you set expectations, avoid family conflicts and pass on family values as well as wealth.

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Global Fiduciary Services

Our deeply experienced team helps design, establish and administer a wide range of structures across multiple jurisdictions.

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Family Governance & Succession

We help families to design and execute governance and succession plans that help the next generations to preserve the family legacy.

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Products and services may not be available in all jurisdictions or to all client types. Speak to your wealth advisor to learn more.

 

“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.