Page 11 - Laird Norton Wealth Management Company Brochure

our commitment

We’re relentless in our pursuit of client satisfaction. Working here is

QUESTIONS not for everyone but for a select few who understand. Who have the

We understand that putting your faith in an advisory
firm can be daunting. As a start, we suggest you ask kn who, m have
several key questions:
commitment to never, ever fail at making our clients’ best interests
• How is my advisor held accountable?
• How will you tailor my portfolio to meet my the number one priority.
personal goals?
• How are you compensated?
That is the Laird Norton way.
• How will I know if our plan is working? How ofte n
do we meet?

• Would my advisory team have all encompassing
expertise? Or would I get passed from department
to department?

• Do you offer trust administration and do you have
experience planning for multi-generational wealth?

• Do your investment strategies factor in estate and
income tax consequences?