Northwestern Mutual推出家族辦公室服務，鎖定淨資產5,000萬美元以上客群
Yahoo Finance (PR Newswire) · 2026-09-29
美國Northwestern Mutual推出整合法律、稅務、投資、慈善與傳承規劃的家族辦公室服務，門檻為淨資產5,000萬美元，由40餘名內部專家支援顧問；反映大型金融機構加速將家辦能力產品化。
Northwestern Mutual launches Family Office Services for $50m-plus clients
Northwestern Mutual rolled out Family Office Services combining legal, tax, investment, philanthropy and legacy planning for clients worth at least $50m, backed by 40-plus in-house specialists, as large firms productise family office capabilities.