Laird Norton, Wetherby Unite Six Offices Under New Brand

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PRESS RELEASE

Media Contacts

Erin Moyer, 206.464.5259, EMoyer@LNWAdvisors.com
Sam Butler, 206.788.6504, sam@35thAvenuePartners.com

Seattle & San Francisco – January 11, 2024 – Laird Norton Wealth Management and Wetherby
Asset Management today are announcing that all of the firm’s offices are uniting under a new brand:
Laird Norton Wetherby, or LNW.


“LNW is a distinctive wealth advisory relationship, one that combines the intimacy needed to be a true
partner to our clients with the scope and scale to serve families and individuals across the country,”
said Kristen Bauer, LNW’s CEO. “Our new brand, LNW, represents a home: a place where people can
pursue their purpose, know they’re cared for, and be surrounded by a team dedicated to turning
personal visions into reality.”


LNW is a comprehensive wealth management firm with more than $14 billion in assets under
management. As both a registered investment advisor and trust company, it offers a unique blend of
wealth planning, investment management and trust services, integrating each of these dimensions into
unified, personalized strategies. It has offices in Seattle, San Francisco, New York, Los Angeles,
Philadelphia and Sioux Falls, South Dakota. Underpinning LNW’s client-centric vision is the firm’s
innovative ownership model, which combines ownership between active employes who serve clients
every day and a majority ownership by The Laird Norton Company, one of the longest-sustained family
enterprises in the United States.


“We developed this new brand in our clients’ interests and through their eyes,” continued Bauer. “They
told us that expertise is table stakes – and ours is world class – and they wanted the firm to represent a
strategic partnership, people who understood their bigger picture, and would be active advocates for
their ambitions. As we grew, we knew we had all the tools to create something that truly stood out.”
LNW was created through the combination of Laird Norton Wealth Management, the Pacific
Northwest’s premier wealth management firm and one known for its deep expertise in managing
multigenerational wealth; Wetherby Asset Management, which grew to become one of the top
investment advisory firms in the U.S. while also cultivating one of the country’s most sophisticated
impact investing operations; and Filament, which was formed to offer family office and investment
advisory services to families with significant wealth.


“LNW is a testament to the aspirations of our clients, the talent and commitment of our team and the
unwavering support of our owners,” said Bauer. “We’ve been in this business a long time and have
always endeavored to evolve alongside our clients. With LNW, we’re confident that everyone we work
with will feel the value of this personalized partnership.”


About LNW
For more than five decades, LNW has served the interests of exceptional families and individuals. As
both an RIA and trust company, LNW offers a full spectrum of specialized wealth planning, investment
management and trust services that advance the aspirations and long-term financial ambitions of its
clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles, Philadelphia and Sioux
Falls, South Dakota, empowering clients across the U.S. and around the world.


LNW is owned by active employees as well as a majority ownership by The Laird Norton Company, one
of the longest-sustained family enterprises in the United States. To learn more, visit LNWAdvisors.com.