Trust Services

Trusts help you ensure that your assets are managed according to your wishes and pass to your beneficiaries intact.

As part of a tax strategy, trusts can also be used to help you keep more of the assets you’ve worked so hard to accumulate.

Northwestern Mutual can serve as trustee, co-trustee, or successor trustee in a wide range of situations, providing services to help you:

  • Manage, supervise and provide regular reports of investments and their performance.
  • Preserve family harmony when carrying out your intentions.
  • Ensure continuity of stewardship that can endure for generations.

Our trust services cover a range of trust types, including:

  • Revocable Living Trusts.
  • Irrevocable Trusts.
  • Charitable Remainder and Lead Trusts.
  • Generation-Skipping Trusts.
  • Marital and Credit Shelter Trusts.

By choosing Northwestern Mutual as your trustee or co-trustee, you’ll benefit from objective trust administration and expert investment management that can provide financial growth and security for your family.

Brady P Lindemann

Managing Director

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck