Private client services man at window

Private Client Services

Larger portfolios deserve expert guidance.

What are private client services?

Clients with a higher net worth sometimes need an even more specialized approach to planning,
for example:

  • If you're selling a business or investment asset.
  • If you've received an inheritance or insurance distribution.
  • If you have legacy or low-basis positions, concentrated holdings, restricted securities, or illiquid investments.

We understand that the more wealth you have, the more diverse your financial needs. We think you'll
get the best benefit out of working with our
Private Client Services team if you're looking
to invest $1 million or more.

Pointing at a laptop

How can Northwestern Mutual help?

Our high-net-worth clients work with a team of financial advisors who specialize in handling the unique needs that come with a large amount of wealth.
That means anything from:

  • merging existing investment accounts.
  • distributing wealth to your loved ones.
  • maximizing the tax efficiency of your portfolio.

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Northwestern Mutual has been named one of the "World's Most Admired Companies" in its industry, according to FORTUNE® Magazine's annual survey.1

Financial Advisor Headshot

Take the next step.

Our financial advisors can help you manage your
wealth with products and services that work
with your financial plan.

Let's Talk

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck

1FORTUNE® Magazine's annual survey, 2017, awarded in the Insurance: Life and Health industry.