Institute Spotlight: Tom McCullough

As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth. This week, we’re introducing Tom McCullough, head of the Financial and Investment Management Domain.

Tom McCullough

Chairman and CEO, Northwood Family Office

Financial and Investment Management Domain Chair, The UHNW Institute

Click here for Tom’s LinkedIn and here to read his bio.

 

Investment management isn’t so much an art or a science, but rather a matter of engineering – like building a bridge across a river to get from “here” to “there” to help families achieve their goals.

Tom describes the Financial and Investment Management Domain as the entry point to becoming an ultra-high-net-worth family related to having a certain amount of financial assets. However, he believes it is important to diversify from this domain as wealthy families have broader needs than merely what’s in their bank accounts and portfolios.

Tom’s goal as Domain Chair is to help members of The UHNW Institute become further experts in goals-based investing, risk-adjusted management, financial management and tax issues by thinking about questions such as:

As the famous investor Charlie Ellis once explained, investment management is neither an art nor a science, but rather a matter of engineering. In some ways, advisors are building a bridge across a river from here to there to help families achieve their goals and meet their objectives. This is the job Tom is really thinking about in the Financial and Investment Management Domain.

To learn more about the Financial and Investment Management Domain, see our guide to the 10 Domains of Family Wealth.

 

 

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry