Brian Whitaker

Brian Whitaker

Senior Director, Client Services

Brian is a Senior Director, Client Services at Laird Norton Wealth Management. He has nearly 25 years of experience creating financial plans that keep clients on track toward their life goals, with a focus on closely held or family owned businesses.

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All posts by Brian Whitaker

Financial and Business Planning
July 23, 2021
Trends in Property and Liability Insurance for High-Net-Worth Households

This week, we hosted a client webinar “Insurance Insights and Trends: The Price of Peace of Mind” focused on the needs of high-net-worth hou...

Retirement
January 27, 2021
It’s a Great Time to Retire IF You Can Answer These 3 Questions

If you’re thinking of retiring sooner rather than later, you are not alone. In 2020, more people retired than in any one year in the previous deca...

Financial and Business Planning
June 24, 2020
To Sell or Not to Sell Your Business? That is NOT the Question

Are you looking for the exits? More business owners, especially those nearing retirement, are looking to sell given the great uncertainty caused by ...

Family and Finance
May 27, 2020
Use that Downtime to Tell Family Stories

Many schools are still closed and remote learning could well be the norm into 2021. No doubt kids are getting bored, even with the cool electronics...

In the Community
April 03, 2020
Now’s the Time to Use Your DAF to Make a Difference

I first wrote about donor-advised funds, or DAFs, after the 2008 stock market crash. Many of those points still hold true today, but this time feels...

Family and Finance
August 09, 2017
Tell the Kids Family Stories if You Want Them to Succeed

Family narratives are important. On Monday, we found out just how important at a private lunch we hosted with the Seattle Foundation. The speaker wa...

Trusts and Estates
May 21, 2014
Giving Back with Donor-Advised Funds

Many of our clients want to give back to their community. But they haven’t yet decided how. If this is your situation, a Donor Advised Fund (DAF) ...

Retirement
February 05, 2014
Retiring? Don’t Forget RMDs

UPDATED: May 13, 2020 "RMDs" sound like they could be guided missiles. But they're actually "Required Minimum Distributions" from retirement accoun...

Investment Management
Private Market Investments: Atypical Sources of Return

During the past decade, private markets have soared in size and investment options. LNWM’s David Baker (Senior Director, Investment Strategy & Res...

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