TRUST SERVICES & INVESTMENT MANAGEMENT
FOR FOUNDATIONS AND ENDOWMENTS
Perhaps your philanthropic plan includes the establishment of a foundation or an endowment. Such major and ongoing gifts to the community require careful, long-term financial planning and execution. Our team at Laird Norton Wealth Management has the expertise to ensure all goes according to plan, including trust services and investment management.
We have helped our clients create new foundations or endowments, as well as managed those already in existence. We partner with you to forge a sustainable, long-term plan for your foundation’s assets. And we manage the foundation investments in line with your intent and goals. We’ll also help with the decisions required to guide your foundation by helping you analyze the long-term impact of each of your options.
Find out more about What We Do for Planning.