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Tuesday, September 29, 2026The Morning Brief →Sign in
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Northwestern Mutual Family Office Services

In PWD coverage since September 29, 2026 · 1 story
1Deals on our tracker
-8Talent net · 12 months0 in · 8 out
Talent flow · 12 monthsOn the wire →
Net -8 · 0 arrivals · 8 departures
Arrivals
None tracked.
Departures
Jonathan Groberg
Sep 24 · to LPL Financial
Gardner Brown
Sep 24 · to LPL Financial
Brian Lifferth
Sep 24 · to LPL Financial
Ron Hunt
Sep 24 · to LPL Financial
Gardner Brown
Sep 22 · to LPL
Andy Schwartz
Sep 6 · to Bleakley Financial (now OnePoint BFG Wealth Partners)
Deal recordFull tracker →
Sep 28, 26Fund launchNorthwestern Mutual — coverage
PWD coverage
Family Office

Northwestern Mutual launches family office platform for advisors serving clients with $50M+ net worth

More than 40 in-house specialists cover legal, tax, lending and philanthropy, and advisors pay a retainer to access them.
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