Northwestern Mutual targets ultra-wealthy with new family office unit
A dedicated team of 40-plus specialists will serve clients with at least $50 million in net worth. Northwestern…
Activest rolls out governance program for ultra-wealthy families
New offering pairs succession planning with multigenerational education and coaching. A Florida based RIA focused on ultra-high-net-worth clients…
With more people and larger fortunes, the UHNW wealth transfer takes on new complexity
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up…