Northwood Family Office

What Northwood Family Office does

Northwood Family Office is a Canadian multi-family office founded in 2003 in Toronto, serving ultra-high-net-worth families with $20 million or more in net worth. The firm operates as a fee-only registered investment advisor delivering services through an integrated advisor model that combines financial planning, investment management, family engagement, and wealth administration under a single relationship team.

Its core service offering is organized around four pillars: Integrated Planning (which identifies family priorities, maps game plans, and develops solutions), Investment Management (across traditional and alternative asset classes), Family Engagement (facilitating communication and intergenerational wealth transfer), and Wealth Administration (consolidated reporting and oversight). The firm introduced a Net Worth Report that consolidates all family assets, liabilities, corporate holdings, trusts, and real estate into a single balance sheet as the foundation of the engagement, alongside a Self-Assessment Tool for prospective clients to evaluate fit. Client delivery is supported by third-party technology platforms including My Portfolio Plus, ModestSpark, and FutureVault for portfolio data, secure client portal access, and document management.

Northwood generates revenue on a subscription/AUM-based fee model from approximately 100 Canadian families with roughly CA$10 billion in client assets. Distribution is exclusively direct and relationship-based: engagements commence with senior leadership conversations about family goals, transition into bespoke wealth plans, and carry no disclosed tiered pricing. With 30+ employees (of whom 25% are shareholders) and consistently ranked #1 family office in Canada by Euromoney Global Private Banking, the firm has historically operated as Canada's leading independent multi-family office, though its corporate trajectory is defined by two events: parent CI Financial's August 2025 acquisition by Abu Dhabi-based Mubadala Capital, and the June 2026 integration of Northwood, CI Coriel Capital Inc., and select CI Private Wealth advisors into the Corient brand (CI Financial's U.S. wealth management subsidiary), pending regulatory approval from the Ontario Securities Commission and Quebec's Autorité des marchés financiers.

Name

Northwood Family Office

Legal name

Northwood Family Office Ltd.

Website

https://northwoodfamilyoffice.com

Company type

Private

Founded year

2003

Operating status

Acquired

Headcount range

11–50 employees

Short description

Northwood Family Office is a Toronto-based multi-family office founded in 2003 delivering integrated planning, investment management, family engagement, and wealth administration to over 100 Canadian ultra-high-net-worth families with $20M+ net worth, currently integrating into Corient under CI Financial ownership.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Multi-family office services
• Wealth management advisory
• Investment management services
• Financial planning services
• Estate planning advisory

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. AUM-based wealth management fees: Fee-only registered investment advisor providing integrated family office services. Revenue derived from assets under management for ultra-high-net-worth client families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Northwood Family Office is a fee-only multi-family office that delivers an integrated wealth management platform for ultra-high-net-worth Canadian families. Its core offering combines integrated financial planning, discretionary investment management across traditional and alternative asset classes, family engagement/governance, and consolidated wealth administration, anchored by a Net Worth Report that consolidates all family assets, liabilities, corporate holdings, trusts, and real estate into a single family balance sheet.

Product overview

Northwood Family Office is Canada's leading multi-family office offering an integrated wealth management platform comprising four core services: Integrated Planning, Investment Management, Family Engagement, and Wealth Administration. The Net Worth Report serves as the foundational offering for new client relationships, providing a comprehensive consolidated view of all family assets and liabilities. The firm also provides a Self-Assessment Tool for prospective clients and a Client Portal for secure account access. All services are delivered through a team-based integrated advisor model serving ultra-high-net-worth Canadian families.

Differentiator

Problem solved

Functional benefit

Products and services

• Integrated Planning Identifies priority issues, maps out a game plan, and develops solutions collaboratively to meet a family's financial, tax, estate, and legacy objectives.
• Investment Management Discretionary portfolio management across traditional and alternative asset classes, designed to grow wealth and protect capital for individual family goals.
• Family Engagement Helps client families communicate, work collaboratively, build governance structures, and successfully pass wealth and values to future generations.
• Wealth Administration Streamlines wealth administration, organizes family financial information, and provides consolidated reporting and oversight to keep families in control and inform decision-making.
• Net Worth Report A comprehensive financial snapshot that consolidates all assets, liabilities, corporate holdings, trusts, and real estate into a single family balance sheet, serving as the foundation for the integrated wealth management relationship.
• Self-Assessment Tool A 10-minute online questionnaire that helps families evaluate their organization, cash flow, investments, risk, tax, and estate planning to determine whether a family office engagement is appropriate.
• Northwood Client Portal Secure online portal (built on ModestSpark and FutureVault) that gives clients access to their accounts, documents, and consolidated financial information.

Quantifiable outcome

• Consistently ranked #1 family office in Canada
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• Corient Private Wealth LLCcoreStrategic or Co-development Partner · 1 June 2026Northwood Family Office is being integrated into Corient as part of Corient's expansion into Canada in June 2026. Upon closing, Northwood's clients and advisors will become part of Corient's private partnership model, expanding Corient's global assets under management to approximately CA$650 billion. The integration is pending regulatory approval from the Ontario Securities Commission and Quebec's Autorité des marchés financiers.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/northwood-family-office

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Northwood Family Office