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.
ECONOMIC FLASH – US-China Tensions Taking a Toll
Based on what we’re seeing, the US economy still has room to run. While economic data has been mixed (and has been for several years), a strong US labor market and generally healthy consumer spending continue to give us confidence in the near term.
A Trust for Your Next Gen
529 Plans and Custodial Accounts are great. But a well-structured trust is probably the most effective way to control how your next generation interacts with wealth. LNWM’s Kristi Mathisen presents four key reasons high-net-worth families establish trusts for their children/grandchildren, and various ways to fund a trust.
Why We Invest in Real Assets
“Real assets” – everything from toll roads to real estate and utilities – can increase portfolio diversification, lower risk, and provide opportunities to enhance returns. At a time when financial asset prices (stocks and bonds) are near all-time highs, Senior Investment Analyst Josh Hile explains how and why we’re adding real assets to client portfolios.
Q2 2019 ECONOMIC OUTLOOK: Resisting FOMO
The US is not immune to slowing global growth, and we think market volatility could bounce back despite the first quarter’s strong performance. Find out why we are maintaining well-diversified and relatively lower-risk portfolios for now — and resisting the “Fear of Missing Out.”
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.