What does true integration look like in family wealth management?

In his new white paper, Institute board of directors member and Northwood Family Office founder and chairman, Tom McCullough, outlines the essential elements of an integrated service model designed to help firms better serve complex, multigenerational families. Built around the Institute’s “four legs of the table” framework, the Firm, Advisor, Services, and Process, the paper provides a practical roadmap for aligning structure, culture, and systems to deliver comprehensive, values-aligned advice.

Drawing on Institute research, case studies, and lessons from leading professional models, this new white paper explores how advisors can move beyond silos to create truly collaborative, sustainable client experiences.

Read the full paper here.