High net worth families and business owners face unique challenges that require an extra level of care and support to address taxes, wealth transfer, business transitions, estate planning and special investment requirements.

A High Net Worth Plan includes Retirement & Comprehensive Planning plus activities like:

  • Setting up an estate plan

  • Preparing to transfer business ownership

  • Coordinating with Attorneys & CPAs

  • Transitioning wealth to the next generation

  • Creating a charitable giving strategy

  • Establishing a customized investment plan


*Planning and Progress Study 2015, Northwestern Mutual