Better Together: LNWM & WAM
We have just passed the one-year anniversary of Laird Norton Wealth Management (LNWM) and Wetherby Asset Management (WAM) joining forces. It has been a year of growth and change while keeping the focus squarely on providing the deep expertise and personal connection our clients have come to expect.
Each part of our combined firm is contributing – uniquely and significantly – to our joint mission: helping our clients and their families use their assets to achieve their greatest impact. While much more is to come in 2023, there are some accomplishments we are excited to share.
Thanks to our combination:
We have doubled the size of our investment team, and we are using our expanded resources and scope to strengthen research and analysis capabilities across all asset classes and provide a wider range of strategies and solutions to help each of our clients attain their goals.
We have increased the depth and breadth of our impact investing strategies and the vehicles used to execute those strategies. In addition, we have extended our industry leading shareholder engagement program to all eligible clients and have further integrated impact analysis into our due diligence process for selecting and working with asset managers.
We have expanded our trust & estate planning services, and we currently are able to offer trustee and trust administration through Laird Norton Trust Co. and soon through the Laird Norton Trust Company of South Dakota as well.
Our enhanced capabilities and geographical reach enable us to better serve clients and their families as their lives change and evolve over many generations. All the while, our relationship with the Laird Norton Company will continue to act as a ballast, supporting a solid financial footing and a deep commitment to long-term, patient capital as opposed to short-term growth at any cost.
We have brought together like-minded firms to build on an operating model we are convinced works best for all stakeholders: our clients, employees, owners and the communities in which we operate. The essence of that model is independent, private ownership that aligns owner, employee and client interests.
We are excited both for what we have already accomplished and for the journey to come.