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Soula Stefanopoulos

Soula Stefanopoulos

Soula, LNWM’s Content Manager and Writer, loves to ask questions. Among other things, she was an editor at the OECD in Paris and managing editor of Louis Rukeyser’s Wall Street.

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Entering a New Era with the Pike Place Market Foundation

Related Topics: Community, Giving

For the first time in 40 years, Seattle’s iconic Pike Market is expanding! The development, called the MarketFront, actually reclaims land that was part of the Market long ago. And when the MarketFront opens to the public on June 29, it will offer the Seattle area a new community gathering space, with spectacular views of the Puget Sound, as well as much more space for farmers, specialty food vendors, restaurants and community services.

Here at Laird Norton Wealth Management (LNWM), we have long known that people prosper when their communities prosper. So we applaud the work of the Pike Place Market Foundation (leaders in fundraising for the new MarketFront) in the form of a significant gift from LNWM to the Foundation. This gift comes as LNWM celebrates its 50th anniversary in 2017, with increased attention to collaborations that foster stronger communities and help the people of the Pacific Northwest thrive.

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LNWM is Largest Wealth Management Firm in WA State

Related Topics: Money Matters, On the Job

Laird Norton Wealth Management (LNWM) is the largest independent wealth management firm in Washington State (not counting the wealth management divisions of banks), according to recently released 2017 rankings (“The List”) by the Puget Sound Business Journal.  

This is especially great news in 2017, as we celebrate our 50th year in business having maintained our commitment to putting clients first, literally. As a Trust Company and an SEC-Registered Investment Advisor, we proudly and steadfastly adhere to the “fiduciary standard” on both sides of our business. And we look forward to 50 more years of providing clients with the very best integrated advice on investment management, estate planning and financial planning, so they can move on with confidence and live life their way.

Age Really Is An Attitude

Related Topics: Community, Wellbeing

Here at LNWM, we often see our clients hit the reset button in their 60s. At first, this can be kind of scary for people. But it is usually very much worth the effort. Be it cutting back on work, volunteering, or returning to a favorite activity long abandoned, the 6th decade is the time to explore, reconnect and rekindle. The story of Suzanne Zahniser, Corporate Secretary at LNWM, is a case in point.

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Got Comprehensive Risk Management?

Related Topics: Money Matters, On the Job

Risk control puzzleRob Hille, LNWM’s General Counsel and Chief Compliance Officer, was recently interviewed by International Investment Magazine on a topic that we do a lot of work on: controlling all sorts of risk, not just investment risk.

As Paul Golden, Family Office Correspondent pointed out in the article, “some of the non-investment risks faced by family offices include: security of data; physical safety and health of family members; prepare the next generation to take charge; protection against divorce and fraud and embezzlement by family office staff.” Even use of social media can present hazards.

According to Rob: “The ability to analyse large amounts of data has helped identify trends and areas that merit a closer look or require greater controls. Testing of systems can be better accomplished with new software and this can apply to internal processes as well as vendor due diligence.”

Laird Norton Partners with Seattle Symphony to Support the Arts

Related Topics: Community, Giving, Wellbeing

Seattle Symphony Symphonies play a vital role in arts communities worldwide, and that’s especially true here in Seattle.

As the Puget Sound Business Journal (PBSJ) reported recently, a new partnership between Laird Norton Wealth Management (LNWM) and the Seattle Symphony will work to ensure that the Seattle Symphony continues to thrive now and for generations to come.

The partnership aims to strengthen the Seattle Symphony by educating donors on financially-responsible ways to show their support while planning their estates. As PSBJ reports, legacy gifts, which come to the Symphony as part of the donor’s estate plan, currently bring in 6% to 7% of the Symphony’s annual funding from private individuals. Such gifts support the symphony’s artistic and community programs, and also help build its endowment for the future. Read the LNWM Press Release on the partnership here.