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High-Net-Worth Individuals and Families

High-Net-Worth Advising

We can help assess the nuances of your financial life and craft a strategic and integrated plan.

  • Financial Planning
  • Wealth Management
  • Investment Strategies
  • Retirement Planning
  • Estate Planning
  • Risk Management Solutions
  • Charitable Strategies

Your unique goals will be pivotal in shaping an all-inclusive plan for your family now and for decades to come.


Alternative Investments

Alternative investments can be tangible assets like precious metals, art, or wine, but are usually financial assets like private equity, private credit, hedge funds, or private real estate.

They can be a powerful tool to help achieve greater portfolio diversification, add protection in falling markets, cut down on volatility, and have the potential to generate higher yields over the long term.

Northwestern Mutual offers a variety of alternative investment products, including interval funds, hedge funds, private credit funds, private equity funds, private real estate funds, and opportunity zone funds.

However, because alternative investments tend to carry a high level of risk and low liquidity, they aren’t right for everyone. Let’s talk about if they make sense for your investment strategy.


Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states and not all Northwestern Mutual financial advisors offer Alternative Investments.