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
ask the right questions

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: March 11 – 17, 2024
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The Monday Mix: March 11 – 17, 2024

— U.S. consumer prices ticked up 0.4% Feb., increasing to a slightly higher annual rate of 3.2% and signaling inflationary pressures continue. — The National Assoc. of Realtors issued new rules, including removing the common 6% combo commission, and paid $418 million to settle lawsuit by home sellers.  — U.S. consumer sentiment remains around 76

New SEC Rules on Emissions and Climate Risk Reporting in Context

New SEC Rules on Emissions and Climate Risk Reporting in Context

Last week, March 6, 2024, the Securities and Exchange Commission (SEC) approved new rules on which U.S. public companies are required to report regarding their greenhouse gas emissions and vulnerability to climate change. The rules that were initially proposed would have applied to all U.S. publicly traded companies, among other things, and they solicited considerable

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Impact

New SEC Rules on Emissions and Climate Risk Reporting in Context

New SEC Rules on Emissions and Climate Risk Reporting in Context

Last week, March 6, 2024, the Securities and Exchange Commission (SEC) approved new rules on which U.S. public companies are required to report regarding their greenhouse gas emissions and vulnerability to climate change. The rules that were initially proposed would have applied to all U.S. publicly traded companies, among other things, and they solicited considerable

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

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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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