Page 2 - Laird Norton Wealth Management Company Brochure

the moment

Frequently, we meet our clients at a defining moment in their lives.

Perhaps

INTEGRATED SERVICES event, these moments of truth can trigger the consideration of one’s
No other wealth management firm in this region f security legacy people
offers the depth of comprehensive wealth
management services that we provide. We have
the internal expertise needed to successfully transitional periods, at a time when they want sophisticated financial
manage your financial life.
counsel but find it difficult to define what they seek.
• FINANCIAL PLANNING

• INVESTMENT MANAGEMENT
Meeting the challenges of these defining moments is where we shine.
• TRUST ADMINISTRATION
It’s our opportunity to rise to the occasion and help clarify dreams.
• PERSONAL STRATEGIC PLANNING
• TAX PLANNING Organize priorities. Define fulfillment. And initiate a plan that carefully
• ESTATE PLANNING
and thoughtfully shepherds our clients’ financial assets accordingly.
• GENERATION-TO-GENERATION WEALTH TRANSFER

• FAMILY AND FOUNDATION GOVERNANCE
• PHILANTHROPIC PLANNING

• FOUNDATION AND ENDOWMENT ADVISING
• TAX-AWARE INVESTING
• ASSET ALLOCATION
• MANAGER SELECTION AND OVERSIGHT