See the Difference: Financial Planning vs. Wealth Regeneration®
It’s about way more than financial planning and investments; beyond trusts, estate plans and family legacies. Wealth opens up possibilities for personal realization and fulfilment — but only if it is managed according to your values, life philosophy, family priorities, and many other factors important to you. We call this bigger-picture view Wealth Regeneration®.
Wealth Regeneration provides you with a practical north star to guide and support all your major financial decisions.
By asking the right questions and doing in-depth financial analysis, we put in place a comprehensive wealth plan to guide the strategies we will use to help you attain your goals — now and for decades to come. A strong foundation for lasting wealth must integrate everything from tax strategies, to college and retirement funding, to trust and estate planning in a way that reflects who you are and where you want to go.
A more comprehensive view of your wealth
Laird Norton Wealth Management (LNWM) advises you based on a 360-degree view of your finances. Not just your investments, but all your assets: properties, businesses, and even the human capital within your family, as your loved ones transition from one phase of life to another.
With your Wealth Regeneration roadmap in place, each financial decision you make fits in with your plan, not only in terms of return, but also risk, taxes, cash flow, your estate plan and many other considerations unique to you. This way, each new decision you make serves to strengthen your Wealth Planning picture with every passing year.
Crafting your personal Wealth Plan
Each aspect of your financial life is informed by your Wealth Regeneration roadmap and filtered through personalized tax strategies and risk mitigation measures. You’re never unsupported. At every point along the way, you’ll be connected to Laird Norton’s wide range of expertise in Wealth Planning, Investment Management, Trust Services and more.
We review all aspects of your financial life to see where what is missing, what is not working for you, and what does not fit with your goals and values.
We create for you a timeline and strategy for each of your major goals, a budget well into your 90s, and an overall wealth plan to help guide future decisions.
We update your wealth plan as needed, to match spending and lifestyle changes. We review your income sustainability analysis to see if you are on track, and we help you evaluate new opportunities.
Take your business to the next stage
A family business can be an important part of your family tradition and legacy. Ensuring its smooth and prosperous transition at moments of change is a critical part of your Wealth Regeneration plan. We’ll provide you with tax and financial strategies to help you make the most of your business equity, whether you hope to continue in operation for generations, transfer ownership or control when you’re ready, or leverage your business as an asset.
What Is Wealth Management?
Read this Q&A with Carla Wigen, LNWM’s Managing Director of Client Services, to find out how we work with our clients, and what we can do for you.