Personalized Wealth Management & Trust Administration
Long-term partners for advancing your aspirations and financial interests
As a wealth advisor, we have the privilege of helping clients build on their success through great financial and life decisions. We develop a deep understanding of your needs and goals and provide strategies and advice driven only by what we believe to be best for you and your family.
Experts in wealth planning, investment management, and trust services
We serve families over multiple generations with multifaceted in-house expertise. We are uniquely qualified to build wealth plans that align with your objectives on many different fronts: certainly return, risk, cash flow management, and taxes, but also the management of ownership interests or desire for impact, philanthropic giving, and the potential role of trusts in your legacy plan.
Each aspect of wealth management we provide is essential in helping you realize your vision of family, of community, and of your world.
Fiduciaries for your best interest
As both a registered investment advisor (RIA) and a trust company, we are proud to serve as fiduciaries for our clients. Our compensation comes exclusively from the fees we receive from clients, and neither LNWM nor any of our employees receive or accept any compensation based on the sale of securities or other investment products or services.
Independent, family and employee-owned
Founded in 1967, we are committed to staying private, independent and owned by a 7th generation family business (the Laird Norton Company) and our employees. Our primary measure of success is the results we get for our clients and their satisfaction, not our stock price or company valuation. We are driven to invest in the systems, people and expertise required to provide our clients the services they need today and to evolve to meet the needs of future generations.
Find out more about How We Help.
Integrated
As a registered investment advisor (RIA) and a trust company, we are uniquely capable of positioning you and your family for success now and for generations to come.
Comprehensive
Our strategies derive from a 360-degree view of your assets and finances. Not just your investment portfolio but all assets, from stock options and real estate to your business.
Focused on You
We recommend only the investments and financial strategies we are convinced will work best for you and your situation.
Investment Management that Works for You
To ensure your interests and ours are truly aligned, we are a fee-only registered investment advisor (RIA). Our financial advisors are paid by salary only. Our compensation is based solely on your satisfaction — not on generating any kind of commission from the investments we select.
For a tighter focus on your success, we’ll create for you an investment plan that is tax-aware. Our goal is the highest after-tax return based on your tolerance for risk, your income needs, and your priorities. We are there every step of the way to grow your wealth responsibly, comfortably and in line with your vision of the world.
Wealth Planning: A Plan Apart for You + Yours
A broad bench of experts at LNWM work closely together to create for you a customized wealth plan for the current year and decades beyond. We are the only independent, Seattle-based wealth management firm providing comprehensive and truly integrated solutions for high-net-worth clients, including:
- Tax strategies
- Retirement planning
- Business succession planning
- Equity compensation planning
- Trust and estate planning, including gifts to family and charitable giving
Whatever your needs and situation—from retirement, to stock option strategies, and trusts—we propose what will work best for you and make it happen.
Trust Services: There Every Step of the Way
As the oldest independent trust company based in Seattle, we’ve been around for generations as a fiduciary helping high-net-worth families attain their aspirations:
- Maximize wealth transfer between generations
- Create a philanthropic legacy through a charitable annuity, charitable trust, or foundation
- Ensure heirs are provided with the resources they need
After your trust is in place, we stay by you and your family, continuing over the years as corporate trustees and trust managers.
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