Our Process

Packard Wheeler Succession specializes in strategies and advice to assist corporations, closely held businesses, and high net worth families transfer wealth from one generation to the next.


Your business and personal needs are intertwined throughout the life of your business. That's why an integrated approach through which your needs are evaluated, prioritized and addressed as your business evolves is essential.

Northwestern Mutual brings to you and your advisors the skill, expertise and experience of its representatives, specialists and advanced planning attorneys. Working with you and your other advisors, they help build and implement the drivers that create, grow and protect your business' value and success.

Business Owner