Who We Are
We have some particular areas of expertise that set us apart from other firms. Our team includes cross-border tax planning experts, which enables us to assist non-resident clients in 29 different countries. This capability gives us an advantage in the industry and enables us to provide comprehensive wealth management services to clients worldwide.
In addition to our cross-border expertise, we specialize in working with professional athletes. Our team understands the unique financial challenges that athletes face, including the need to plan for short-term income streams and long-term financial security. We offer tailored financial planning services to help athletes navigate their financial landscape successfully.
Furthermore, we have valuable experience in dealing with Indigenous communities and helping them work towards their vision of sovereign wealth. We recognize the importance of increasing financial literacy in these communities, and we are committed to providing education and support to help Indigenous individuals and communities achieve financial empowerment.
At The Northwell Group, our focus is always on our clients. We take a holistic approach to wealth management, drawing on our expertise in investment management, financial planning, wealth preservation, business succession planning, and philanthropic planning. We are dedicated to providing customized solutions that align with our clients’ values and objectives, and we are proud to be a trusted partner in their financial journeys.