Intelligence

We invite you to browse our curated collection of insights and analysis — all developed by LNW team members.


Commentary Q1 2024: The Year of Momentous Elections
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Commentary Q1 2024: The Year of Momentous Elections

The more acute risks in the coming year are likely to be political and geopolitical, says LNW CIO Ron G. Albahary, CFA®. Find out how we are navigating an economic and market landscape of uncertainty, volatility and wider dispersion of potential outcomes. Click here for the Executive Summary or download full paper below.

Laird Norton Wetherby: A New Force in Wealth Management

Laird Norton Wetherby: A New Force in Wealth Management

“LNW is a testament to the aspirations of our clients, the talent and commitment of our team and the unwavering support of our owners.” — Kristen Bauer, CEO Today, January 11, marks a major milestone for our firm. We are very proud and excited to be coming together under the dynamic banner LNW (Laird Norton

Dual Citizenship: Planning for the Unpredictable Future

Dual Citizenship: Planning for the Unpredictable Future

As the world becomes increasingly interconnected, dual citizenship can serve as both an insurance policy and a method of unlocking new opportunities.

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Wealth Planning

This Spring Could Be a Good Time to Visit Japan

This Spring Could Be a Good Time to Visit Japan

Perhaps you know of someone who vacationed in Japan over the holidays. That’s not surprising considering that Japan is having somewhat of “a moment.” Last year, the country hosted 25 million tourists, which is about 80% of the pre-Covid levels (32 million in 2019), with significantly fewer visitors from China but more from other countries.

10 Questions to Ask When Choosing a Wealth Advisory
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10 Questions to Ask When Choosing a Wealth Advisory

Many people know to spend extensive time and energy searching for the most capable and experienced doctors. The same effort should apply to finding the right wealth advisor, especially for individuals and families with significant wealth. It is very important that you or someone you trust do extensive due diligence. You may also want to

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Investments

The Monday Mix: Feb. 18 – 25, 2024
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The Monday Mix: Feb. 18 – 25, 2024

— Existing home sales rose 3% to start the year, but higher mortgage rates are already hurting. — Federal Reserve officials caution against cutting US interest rates too soon or too much. — Japan’s Nikkei stock index breaks its 1989 record and surges to an all-time high. — Germany’s housebuilding sector is in a ‘confidence

The Monday Mix: Feb. 12 – 18, 2024
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The Monday Mix: Feb. 12 – 18, 2024

— The U.S. Consumer Price Index rose 0.3% in Jan. (3.1% annualized rate), while producer prices also rose 0.3%, indicating inflation has slowed but staying above 2% Fed target. — U.S. retail sales fell 0.8% in January 2024, much more than expected and breaking a two-month streak of gains.  — S&P 500 earnings were up

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Impact

In the Industry: Q1 2024 Impact Digest
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In the Industry: Q1 2024 Impact Digest

We’re excited to bring this quarterly digest to you for the first time as LNW. If this is your first time receiving it, we hope you enjoy this recap of significant news and research from around the impact investing space. We’re also pleased to share that our San Francisco office has once again been recognized

In the Industry: Q4 2023 Impact Digest

In the Industry: Q4 2023 Impact Digest

Calls for more uniform and stringent ESG reporting requirements are ongoing. Investors — individual and institutional alike — find it challenging to track down accurate, comparable data on companies and funds, making it difficult to assess ESG-related risk and opportunity. Progress is being made, however, as new reporting requirements are put into place in influential

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Trust Services

The Benefits of a South Dakota Trust
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The Benefits of a South Dakota Trust

It’s good to have options. In 2023, LNW took a major step to provide our clients with more flexibility in how their trusts are structured and operate: We created the LNW Trust Company of South Dakota. LNW clients now have access to two trust companies: (1) The Laird Norton Wetherby Trust Company, founded in Washington

Trusts: Relationships Are What Matter
Word Relationship

Trusts: Relationships Are What Matter

“ At LNW, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets.” — Lee-Norah Sanzo, LNW Wealth Manager In the next two decades, more than $70 trillion in inheritance is expected to be passed down to family members or charities in the United States, much of

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