Posts
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Leaders of Influence: Wealth Management
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
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
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
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
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
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
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...
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Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021
ThinkAdvisor/Investment Advisor honors Kristen Bauer, LNWM’s CEO, in this year’s Luminaries Awards, which recognizes the leaders driving the finan...
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Opinion: Align your portfolio with your mission
Opinion: Align your portfolio with your mission
LNWM’s Ronald G. Albahary, Chief Investment Officer, outlines steps foundations can take to ensure their investment strategies and philanthropic mis...
