CREATING A LEGACY WITH YOUR WEALTH
BUILDING AN ESTATE PLAN FROM THE GROUND UP
The wealth advisors at Laird Norton Wealth Management have helped hundreds of clients in Seattle and elsewhere create estate plans that have withstood the test of time. And we continue to recommend strategic adjustments and additions as the regulatory environment changes to ensure your legacy is transferred the way you intend.
WE START WITH ESTATE TAX PLANNING
Planning for effective generational wealth transfer may include adjusting portfolio allocations to minimize taxes, gifting to family or organizations, planning and establishing trusts and more. We’ll work closely with your attorneys and other advisors to coordinate all of the pieces for an integrated approach.
TRUST SERVICES AND ADMINISTRATION
As both a Seattle trust company and registered investment advisor, we’re able to manage your wealth for your lifetime and beyond. In addition to being the corporate trustee and trust administrator, we also provide strategic investment management for your trust assets. Unlike many other trust companies, we do not sell our own products to the trusts we administer. Instead, we are free to find the asset managers best-suited to your investment goals.
EDUCATING YOUR FAMILY ABOUT WEALTH
Many families worry about how to prepare the next generation to be financially responsible. One thing we’ve learned from working with multi-generational families is that financial education for all generations is critical to Wealth Regeneration®. If you wish, we will work with your entire family. Our wealth management teams include experts at educating client family members in Seattle and elsewhere about financial topics. In addition, we’re always ready to answer questions you or anyone in your family might have about any financial concerns, from investing in real estate to travel insurance.
Find out more about Who We Serve.