Northwestern Mutual is announcing Family Office Services, a new integrated offering designed to serve select clients with more coordinated, multigenerational financial planning. The move brings family office capabilities into Northwestern Mutual’s adviser model at scale — helping meet the growing marketplace demand for highly specialized financial services and expertise.
Backed by a dedicated team of more than 40 in-house specialists, Northwestern Mutual Family Office Services will partner with the company’s advisers and teams nationwide to serve clients with at least $50 million in net worth. The comprehensive suite of services includes legal, tax, investment, banking and lending, philanthropy, legacy planning, risk management, founder and business planning, and other services that meet the unique needs of ultra-high-net-worth clients.
The launch comes as high-net-worth (HNW) investors face increasingly complex planning decisions. More than half (52 percent) of
