Category: In the Community

The Word of 2022 Is…

Excerpted from The Economist:  The story of a year is sometimes easy to identify: the financial crisis of 2008, the Brexit-Trump populist wave of 2...

LNWM & WAM: A Platform for Creating Shared Value in 2023 and Beyond

"Employees are our only asset... Coming out of the pandemic, coming out of two mergers and the markets are really tumultuous right now, we decided t...

Theory of Change: A Philosophy to Shape Your Giving

 With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and chari...

To Our Clients, Staff and Communities: Thank You All!

We are as grateful as ever for our wonderful clients, our team members throughout the U.S. including our offices in Seattle, San Francisco, Los Ange...

Women of Influence: Kristen Bauer, Laird Norton

CEO Kristen Bauer Named Women of Influence Honoree

Congratulations to Kristen Bauer, the CEO of LNWM and our sister company Wetherby Asset Management, for being named to the Puget Sound Business Jour...

529 Plans by Non-Parents and the New FAFSA

Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that...

Deb Wetherby Among Barron’s Top Women Advisors

Proud to announce that Deb Wetherby, head of our sister company Wetherby Asset Management, was recently named by Barron’s as one of the Top Women ...

2 Reasons to Donate Cars, Boats and Planes to Charity

Donations of vehicles can have limited tax advantages compared to donations of appreciated assets such as business interests or real estate. Aft...