Posts
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Trust? 529 Plan? UTMA? Which Account Is Best for Your Young Child?
October 13, 2023
Trust? 529 Plan? UTMA? Which Account Is Best for Your Young Child?
The answer for families with significant wealth is often all three; read on to find out why. Especially when school starts and during holidays and birthdays, parents (and gran
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Wetherby Named a 2023 Top-Rated Financial Advisor by CNBC
September 13, 2023
Wetherby Named a 2023 Top-Rated Financial Advisor by CNBC
We are pleased to announce that our sister company, Wetherby Asset Management (WAM), was recently named to the CNBC FA 100. In the words of CNBC, the list recognizes financial
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To the 2023 LNWM & Wetherby Summer Interns: Thank You!
August 18, 2023
To the 2023 LNWM & Wetherby Summer Interns: Thank You!
We know from industry studies and our own experience as a firm that diverse teams perform better and drive better business outcomes. But building a diverse team doesn’t happ
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The Monday Mix: July 24 – 30, 2023
July 31, 2023
The Monday Mix: July 24 – 30, 2023
Top-of-mind economic news as we start the week: — U.S. GDP grew at a 2.4% annualized pace in the 2nd quarter of 2023, indicating strength despite inflation and higher in
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Introducing the LNW Trust Company of South Dakota
July 17, 2023
Introducing the LNW Trust Company of South Dakota
We took a major step recently to provide our clients with more flexibility in how their trusts are structured and operate: We created the Laird Norton Wetherby Trust Company o
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LNWM’s Debra Smiley Named President of Estate Planning Council of Seattle
June 23, 2023
LNWM’s Debra Smiley Named President of Estate Planning Council of Seattle
“The Estate Planning Council of Seattle has appointed a new slate of officers to lead the council for 2023-2024, with Debra Smiley of Seattle-based Laird Norton Wealth M
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LNWM & WAM Open Office in Philadelphia
June 13, 2023
LNWM & WAM Open Office in Philadelphia
The merger of Laird Norton Wealth Management (LNWM) and Wetherby Asset Management (WAM) created a firm with a national presence — Seattle, San Francisco, Los Angeles,
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The Monday Mix: May 15 – 21, 2023
May 22, 2023
The Monday Mix: May 15 – 21, 2023
Top-of-mind economic news as we start the week: — Retail sales rose 0.4% in April (not adjusted for inflation), less than expected as consumers struggle with higher pric
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The Monday Mix: April 17 – 23, 2023
April 24, 2023
The Monday Mix: April 17 – 23, 2023
— The US Treasury Dept. proposed a new process for spotting risky banks and including non-bank financial companies for supervision, after March bank failures. — US
