Posts
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Impact Investing Beyond Your Portfolio
April 28, 2022
Impact Investing Beyond Your Portfolio
Where you bank Who/what receives distributions from your Donor-Advised Fund (DAF) What funds are within your 529 Plans for education What funds are of...
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Financial Planning Strategies for Families Raising Children With Special Needs
April 27, 2022
Financial Planning Strategies for Families Raising Children With Special Needs
In this ParentMap article, LNWM’s Susan (Suzi) Zurek and Monica Padineant discuss how to plan, save and protect assets for families raising children...
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Leaders of Influence: Wealth Management
April 11, 2022
Leaders of Influence: Wealth Management
We’re proud to announce that Lauren Wood, CFA, CFP®, who leads our Los Angeles office, has been named as one of Los Angeles Business Journal’s We...
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Expert Opinion: The Role of Life Insurance in Estate Planning
March 15, 2022
Expert Opinion: The Role of Life Insurance in Estate Planning
Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many othe...
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Uncertainty is your greatest enemy in estate planning
March 4, 2022
Uncertainty is your greatest enemy in estate planning
LNWM’s Carla Wigen and Debra Smiley outline often-overlooked details and ways to reduce uncertainty after a loved one passes. (Subscription needed)
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Seattle’s Laird Norton in second merger since 2020
January 10, 2022
Seattle’s Laird Norton in second merger since 2020
Investment News highlights LNWM’s continued efforts to better serve its clients with strategic combinations.
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Laird Norton Merges With Wetherby, Creating $15 Billion Firm
January 10, 2022
Laird Norton Merges With Wetherby, Creating $15 Billion Firm
Barron’s reports on LNWM and Wetherby’s combined scale and expertise to serve high-net-worth and ultrahigh-net-worth individuals.
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Why Laird Norton Wealth Management & Wetherby Asset Management
January 10, 2022
Why Laird Norton Wealth Management & Wetherby Asset Management
We are thrilled to report that on January 1, 2022, Laird Norton Wealth Management (LNWM) joined forces with San Francisco-based Wetherby Asset Managem...
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Beginner’s Guide to Credit Card Basics
November 2, 2021
Beginner’s Guide to Credit Card Basics
Monica Padineant, Director, Client Services, talks to Money Geek about using credit cards responsibly, especially for families wanting to teach their...
