IDEAS TO HELP YOU PLAN AND PROSPER
Laird Norton Wealth Management continues to build a reputation as an industry leader not just in the Seattle area but nationwide. From our investment advisors to our trust managers, our in-house expertise is unmatched in serving the complex wealth planning needs of high-net-worth individuals, families and organizations in Seattle and elsewhere.
As wealth advisors, we regularly share our thoughts on topics that help you use your wealth to support your goals and live an extraordinary life. Below, you’ll find articles and reports by our team, as well as key ideas from our Thought Forum™ workshops and presentations.
Find out more about Who We Serve.
Smart Giving and Gifting
Did you know that writing a check is often NOT the best way to give to family, friends or charities? Find out how to give in a way that: (1) maximizes how much your recipients get; (3) lowers your tax bill; (3) establishes a legacy; and (4) makes the people and causes you care about feel more empowered.
Asset Rich, Cash Poor: How to Get Liquid Without Drowning in a Sea of Taxes
Do you own real estate or other assets that have skyrocketed in value? Many people do but are afraid to sell because of taxes. Here are four tax-efficient strategies for getting cash out, depending on your needs.
Q2 2018 Economic Outlook: Growth at What Price?
The near-term outlook for markets and the economy is good, boosted by the 2017 tax cuts. Longer term, however, we think markets are particularly vulnerable to a dramatic increase in interest rates. We discuss the factors driving interest rates higher, and how we have positioned LNWM portfolios as a result.
ECONOMIC FLASH – Stock Market Volatility is Back
There are valid reasons for the drop in US equities so far in 2018 — profit taking, concern about trade wars and potentially stricter regulation of US tech giants. Underlying these headlines we see a stable US economy in the late stages of expansion that should continue to provide near-term opportunities for return, albeit with higher volatility.
Video: Kristi Mathisen Discusses the 2017 Tax Law
A step-by-step guide to the major changes, by Kristi Mathisen, Managing Director of Tax and Financial Planning at LNWM.