Integrated Tax Planning: A Big-Picture View

Your taxes are complex enough; shifting regulations and laws can make them all the more so. At Laird Norton Wealth Management, our tax experts study the changing federal and state tax codes to make sure the implications of new tax laws are applied to your financial plan before it’s too late.

Our tax team sits down with you, your Laird Norton advisor, and your personal CPA to make proactive recommendations that best fit your desired outcomes and tax situation. We make income, estate, and other tax planning an essential and positive part of your comprehensive financial plan.

This means you have a plan integrated into your financial strategy for:

  • Annual income taxes
  • Capital gains taxes
  • Gift taxes
  • Estate taxes

Are Your Taxes Optimized for Your Wealth Plan?

If you are a high-net-worth individual, family, endowment, or foundation looking for investment advisory and/or trust services, please complete the following form, and a member of our team will be in touch with you shortly.