From the Milwaukee Business Journal: The team of over 40 in-house specialists coordinates legal, tax, investment and planning services. Politics, Power & Your Business The upcoming midterm elections will help shape the future of the country - and of your business. Are you…
Northwestern Mutual launched Family Office Services, an integrated offering designed to provide coordinated financial planning and wealth management services for ultra-high-net-worth clients. The service is designed for clients with at least $50 million in net worth. Northwestern Mutual is supporting the…
Northern Trust Wealth Management expanded its Family Office Solutions team in New York with the appointments of Robert Ludricks III as Managing Director, Northeast Region, and Olof Akesson as Investment Director. Ludricks brings more than 35 years of experience advising clients…
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Insurers · Mutual life insurers
The largest U.S. individual life insurer by premiums, a policyowner-owned mutual from Milwaukee that sells participating whole life through its own advisors.