Northwestern Mutual推出家族办公室服务,锁定净资产5,000万美元以上客群
Yahoo Finance (PR Newswire) · 2026-09-29
美国Northwestern Mutual推出整合法律、税务、投资、慈善与传承规划的家族办公室服务,门槛为净资产5,000万美元,由40余名内部专家支援顾问;反映大型金融机构加速将家办能力产品化。
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.