Northwestern Mutual launches Family Office Services

Northwestern Mutual has launched Family Office Services for clients with at least $50 million in net worth.

More than 40 in-house specialists will work with its advisors on tax, legal, investment, lending, philanthropy, estate planning and risk management needs.

“Many affluent families have strong individual advisors but lack coordination across their full financial picture. Our Family Office Services team brings those fractured and fragmented pieces together – aligning investment, insurance, tax, and legacy strategies under one strategically connected approach. A dedicated family office model creates a single point of accountability across a client’s full financial picture. Backed by a team of experts, our advisors can operate as ‘quarterbacks’ of their clients’ finances without needing to identify specialists on their own. This clarity, efficiency, and long-term discipline become more valuable as wealth and complexity grow.” – Northwestern Mutual’s Chief Field Officer, John Roberts.