Posts
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Laird Norton Wealth Management and Filament Merge
December 2, 2020
Laird Norton Wealth Management and Filament Merge
The shared objective: “Better for our clients” Seattle (December 2, 2020) Two of the Pacific Northwest’s largest privately held wealth managemen...
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A Big Thank You
November 25, 2020
A Big Thank You
To all our team members here at LNWM, who have done their best work for our clients all year long; to our dynamic group of clients and their families...
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Seattle Wealth Management Report
October 19, 2020
Seattle Wealth Management Report
In the Family Wealth Report there’s a forward-looking article about wealth management in the Seattle area. One of the executives interviewed by writ...
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Opinion: Private loans can be an investment in your family’s future
July 30, 2020
Opinion: Private loans can be an investment in your family’s future
For many families, private loans are a tax-smart tool for building and maintaining generational wealth, say’s LNWM’s Carla Wigen in this Puget Sou...
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Attention Retirees: Do You Really Need to Sell All Your Stocks?
June 25, 2020
Attention Retirees: Do You Really Need to Sell All Your Stocks?
Have you been tempted to sell all your stocks or stock funds this year? If yes, you are not alone. Many people, especially those near or in retirement...
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Crisis can be a catalyst to clarify goals, create sustainable impact
May 28, 2020
Crisis can be a catalyst to clarify goals, create sustainable impact
Kristen Bauer, LNWM CEO, opines on how Covid-19 is a call to action for families looking for new ways to define their values and establish a legacy.
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Laird Norton’s wealth management wing welcomes new CEO during uncertain times
May 8, 2020
Laird Norton’s wealth management wing welcomes new CEO during uncertain times
Kristen Bauer, Bob Moser, and Jeff Vincent comment on the past, present and future of LNWM. (subscription required to access)
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Laird Norton Wealth Management Names Kristen Bauer CEO
May 5, 2020
Laird Norton Wealth Management Names Kristen Bauer CEO
The Board of Directors of Laird Norton Wealth Management (LNWM) has selected Kristen Bauer as the next CEO of the company succeeding Robert Moser who...
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Opinion: Family businesses should consider trusts to save on taxes
January 18, 2020
Opinion: Family businesses should consider trusts to save on taxes
Carla Wigen writes about a unique type of trust used by family business owners to revitalize their companies while improving their personal cash flow...
