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.
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Video: Tax-Aware Investing
Is your investment portfolio strategically managed to maximize returns after taxes? The difference in net return can be significant over time, especially for high-net-worth families and individuals.
ECONOMIC FLASH – Fed Adopts Less Hawkish Stance
Entering 2019, our top concern was whether the Fed would do too much, too soon, and over correct the economy. Their adjusted stance has relieved some of these fears but LNWM remains cautious.
Game Changer: Seattle’s Waterfront & Beyond
LNWM’s 2019 Thought Forum™ provided a glimpse into the challenges and tremendous rewards of a well-planned public space. The topic: how Seattle’s new Waterfront Park – 20 acres from Pioneer Square through Belltown — can be turned into a space that allows for new economic opportunity, social inclusiveness, and environmental stewardship.
Guide: Tax Strategies for Making the Most of Your Wealth
Tax-efficient investing and asset planning can enhance long-term returns without additional risk. Learn what LNWM’s integrated, life-stage approach to tax planning can do for you. Includes a special section for business owners.
Video: LNWM’s Q1 2019 Economic Outlook
Risk has certainly increased in the markets, but there are also many things that can go right in 2019. LNWM CIO Gino Perrina explains how we have positioned LNWM portfolios to lower risk and be ready to capitalize on new opportunities.
Video: Opportunity Zones: What You Need to Know
A major new tax break is now available for capital gains re-invested in Opportunity Zones. Chances are there is an Opportunity Zone near you, since there are 8,700 across the US. Find out what this can mean for you from LNWM’s Managing Director of Fiduciary Strategy, Carla Wigen.
Hedge Funds: Where’s the Hedge?
LNWM Investment Analyst Nathan Barnard explains why hedge funds are not technically a hedge against stock market declines. That is, when stocks drop, so might hedge funds and vice versa. What makes hedge funds valuable is their different levels of correlation to stocks, which can lower risk without sacrificing returns over time.
1031 Real Estate Exchanges: How They Work
Are your real estate investments not providing what you need? Then you might want to consider a 1031 tax-free exchange to get the property you want without paying high capital gains taxes on the one you’re selling. LNWM Senior Client Analyst Nadia Reynolds walks us through the process and what you need to know.
Opportunity Zones: The Promise and the Pitfalls
Seattle’s Pioneer Square, Oakland, CA, Long Island City, NY and even Provincetown, MA. These are a few of the newly defined Opportunity Zones, low-income areas that are attracting loads of attention from investors. The draw: capital gains invested in these areas get major tax breaks. LNWM’s Carla Wigen and Kristi Mathisen explain.