Northwood Stephens Private Counsel Inc. is an independent,
privately-owned multi-family office offering objective, comprehensive Net
Worth Management to wealthy families and foundations. Some clients refer
to us as their “personal CFO”.
Our mission is to provide direction, perspective, and confidence
to our
clients through multi-disciplinary advice and counsel.
We integrate all the diverse parts of our clients’ financial and
investment lives into a customized strategic plan, drawing on our
extensive experience and working closely with our clients’ professional
advisors.
We carefully select and coordinate external specialists from all financial
disciplines, based on individual client needs—including discretionary
investment managers. We also offer our clients our own internal investment
management expertise for specific investment mandates.
Our ongoing communication with clients ensures that their plan is
implemented and reviewed on a regular basis as their circumstances change.
And throughout the entire process, we maintain absolute confidentiality
with respect to our clients and their private information.
Direction
We help clients identify and prioritize their family goals
and objectives in a practical way and devise a
comprehensive, common sense plan to achieve them.
Perspective
We give clients an objective, independent view of their
complete financial situation so they can see how the parts
fit together and be satisfied they are making the best
decisions possible.
Confidence
Our goal is our clients’ complete confidence. We want them
to feel confident that their financial lives are in order,
that they have a plan for moving forward, and that there
is someone who knows how all the intricate pieces fit
together so their family goals can be achieved.
