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Northwestern Mutual launches Family Office Services for clients worth $50M+

The program pairs Northwestern Mutual advisors with more than 40 in house specialists for tax, legal and risk management needs.

Reported · Written up by our desk · Industry & Deals

Northwestern Mutual has launched Family Office Services for clients with at least $50 million in net worth, the company said through Coverager.

More than 40 in house specialists will work with its advisors to support areas including tax, legal, investment, lending, philanthropy, estate planning and risk management.

In its materials, Northwestern Mutual said the service is designed to bring together strategies across a client’s full financial picture, positioning advisors to coordinate investment, insurance, tax and legacy planning.

Coverager also notes the effort includes a $150 million fund that will target emerging and growth stage fintech and ins

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