Business Ownership

Personal Wealth Management for Business Owners

Life Outside Your Business

You almost certainly have a business plan. You may even have a succession plan (although most business owners do not). At LNW, we can help you build a comprehensive personal wealth plan that aligns your business interests with your life goals and aspirations.

Focusing on your personal bottom line requires running the numbers with a team that has a deep understanding of the challenges and opportunities associated with business ownership.

How we work with you

  • Goals assessment and alignment. We help you get specific about your goals and aspirations for life outside your business. We then work with you to determine how your asset base can support what you want for yourself, your family, your community and your business.
  • In-depth analysis of your personal finances, including all potential liabilities, in context of your goals. We focus on areas of weakness in your insurance coverage, trust and estate plan, tax exposure, cash flow. The end result: a clear view of your current financial picture, and how well-prepared you are for the life you want.
  • Development of an estate and legacy plan, including the use of trusts, and guidance in sharing these plans with business partners and other professional advisors.
  • Ongoing, comprehensive wealth management. We provide world-class investment management integrated with your wealth and estate plans, all focused on your goals. Each financial decision you make can then build on the previous ones, allowing you to move on to your next big thing with confidence.


We have deep experience advising business owners, the time and willingness to help you explore all your options, and we will put the interests of you and your family first.

Since 1967, we have helped business owners in many different industries navigate the unique crossroads of their professional and personal lives.

Over time, we have accumulated an exceptional understanding of what factors allow business owners and their families to thrive through multiple generations.

We were founded to serve as wealth and trust advisors for the Laird and Norton families, now in their eighth generation as successful business owners, and today work with many other entrepreneurial families to preserve and expand their asset base in context of their legacies.