Family Business

We have served family business owners since 1967

Looking out for your bottom line 

The Family Business: More Than a Financial Asset

The business you spent a good part of your life creating is more than a source of income and wealth. It is an important part of your family legacy and tradition.

At LNW, we understand the financial and emotional challenges that come with business ownership because we have experienced them firsthand.

Our roots lie in serving family business owners

LNW was founded in 1967 to manage the wealth of the Laird and Norton families, part of a thriving family enterprise now into its eighth generation.

Our history and experience provide us with insights into the unique wealth considerations faced by business-owning families.

A partner for you, your family, and your business

Ensuring your business’ smooth and prosperous transition at moments of change is a critical part of your wealth plan. We remain at your side when a major business event occurs – be it a buyout, change in management, or retirement from the business.

We apply a wide variety of in-house expertise – investments, taxes, trust & estate planning — to help you make the most of your business equity, whether you continue to operate for generations, transfer ownership, or leverage your business as an asset.

Solutions that Best Serve You,YourFamily,YourBusiness

  • Business succession planning 
  • Strategies to optimize tax efficiency and multigenerational wealth transfer
  • Cash flow modeling and monitoring, including personal and business-related liabilities
  • Investment portfolios geared to maximize return given your risk profile and need for income

Our ultimate goal: to help you deploy your assets in a way that best serves you, your family and the business.

To Sell or Not to Sell Your Business? That is NOT the Question 

Key things to consider when selling that keep the focus on YOUR bottom line.