The answer for families with significant wealth is often all three; read on to find out why. Especially at the beginning and end of the year, many parents (and grandparents) c
As the world becomes increasingly interconnected, dual citizenship can serve as both an insurance policy and a method of unlocking new opportunities.
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
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
There are compelling reasons to fund a multigenerational trust while you are alive for the benefit of people you love and causes you believe in. And that’s especially true n
“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
Despite a campaign promise to raise taxes on higher income households, the Biden Administration has so far not been successful in doing so. The latest efforts on this are cont
Updated April 11, 2023. A while back, we wrote that the 7% WA capital gains tax would be due April 18, 2023 and it was best to prepare for that sooner rather than later, which
This past Friday, our Chief Investment Officer Ronald G. Albahary, CFA® sent out the email below to clients: — As most of you are likely aware, today [March 11, 2023] f