Trusts and Estates Archives

Trusts at LNWM: Relationships Are What Matter

At LNWM, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets. Lee-Norah Sanzo (Senior...

Trusts and Estates

Estate Planning that Aligns with Life & Legacy

A good estate plan aligns your assets with your life and your legacy. Find out how we make that happen in this Q&A with LNWM Senior Director Lee-Nor...

Financial and Business Planning

August 12, 2022

CEO Kristen Bauer on What Makes LNWM LNWM

LNWM CEO Kirsten Bauer was recently interviewed by the private equity firm the Rosemount Investment Group on LNWM’s approach to managing family ...

Impact Investing

January 10, 2022

Why Laird Norton Wealth Management & Wetherby Asset Management

We are thrilled to report that on January 1, 2022, Laird Norton Wealth Management (LNWM) joined forces with San Francisco-based Wetherby Asset Manag...

Family and Finance

June 02, 2021

Single Parent, Many Assets: How We Partner with You to Provide Peace of Mind

As a single parent during the pandemic, my mind often wandered to what happens to my teenagers should something happen to me. With whom and where wi...

Investment Management

May 18, 2021

LNWM Starts the 2020s as Largest Wealth Management Firm Based in WA State

Having grown steadily along with the Seattle area, Laird Norton Wealth Management (LNWM) was recently ranked as the largest independent wealth manag...

Trusts and Estates

Now Is a Good Time to Explore Trusts

Both US tax rates and interest rates could be significantly less favorable in the coming decade, especially for high-net-worth households. This make...

Family and Finance

December 09, 2020

Is Your Special Needs Trust Well-Managed? 6 Questions to Ask a Trustee

As someone who has been administering Special Needs Trusts (SNTs) for more than 25 years, most of them at the Laird Norton Trust Co., I get many que...

Investment Management

December 02, 2020

Laird Norton Wealth Management Merges with Filament LLC

A new era is starting at Laird Norton Wealth Management: This Tuesday, Dec. 1, 2020, we officially merged with Filament LLC, a wealth advisory firm...

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Category: Trusts and Estates