We have just passed the one-year anniversary of Wetherby Asset Management and Laird Norton Wealth Management joining forces. It has been a year of growth and change while keeping the focus squarely on providing the deep expertise and personal connection our clients have come to expect.
Each part of our combined firm is contributing – uniquely and significantly – to our joint mission: helping our clients and their families use their assets to achieve their greatest impact. While much more is to come in 2023, there are some accomplishments we are excited to share.
Thanks to our combination, we have doubled the size of our investment team, and we are using our expanded resources and scope to strengthen research and analysis capabilities across all asset classes and provide a wider range of strategies and solutions to help each of our clients attain their goals.
We have increased the depth and breadth of our impact investing strategies and the vehicles used to execute those strategies. In addition, we have extended our industry leading shareholder engagement program to all eligible clients and have further integrated impact analysis into our due diligence process for selecting and working with asset managers.
As these efforts and more flourish, the new firm that we are so proud to be building continues to take shape. While in many ways we are nearing the finish line of a lengthy and thoughtful process, in many others this is just the beginning, as we plan for the future while honoring the values and history that have helped us serve clients at the highest level.
Our work inherently has a long-term focus because we advise on how to protect and build wealth often over many generations. This merger was undertaken with the same focus on the long term, with a keen awareness of the responsibility we have to our clients, our team and our communities.
The combination of our firms has provided the stability of a larger operation with a broader geographical presence, giving us ample resources to serve clients and their families as their lives change and evolve. Our relationship with the Laird Norton Company acts as a ballast, supporting a solid financial footing and a deep commitment to long-term, patient capital as opposed to short-term growth at any cost.
We brought together like-minded firms to expand an operating model we are convinced works best for all stakeholders: our clients, employees, owners and the communities in which we operate. The essence of that model is independent, private ownership that aligns owner, employee and client interests. We are excited both for what we have already accomplished and for the journey to come.
About Wetherby Asset Management:
Founded in 1990, Wetherby Asset Management has spent nearly 32 years thoughtfully providing sophisticated investment advice and personal wealth planning for families and institutions with objectivity, passion and exceptional client service. Headquartered in San Francisco with offices in Los
Angeles and New York, and with more than 80 employees of diverse and complementary talents, our commitment to our clients remains as strong as the day we first opened our doors. To learn more, go to www.wetherby.com.
About Laird Norton Wealth Management:
Laird Norton Wealth Management is comprised of two distinct entities that may offer similar services to clients and both operate under the name of Laird Norton Wealth Management. Laird Norton Trust Company, LLC is a State of Washington chartered trust company. Its wholly owned subsidiary, Laird Norton Wealth Management, LLC, is an investment advisor registered with the Securities and Exchange Commission.
For more than five decades, Laird Norton Wealth Management has served as long-term partners for exceptional individuals, families and foundations wanting to achieve their greatest impact through their investments, legacy planning and philanthropy. As both an RIA and trust company, the firm offers the full spectrum of wealth planning, investment management, family business advisory and trust & estate services, in a deeply personal, exceptionally skillful manner that advances the aspirations and long-term financial interests of clients. Combined with Wetherby Asset Management, the firm has more than $15 billion in assets under management and the unparalleled expertise that comes with being part of a seventh-generation family enterprise. To learn more, go to www.lairdnortonwm.com.
About Laird Norton Company:
Headquartered in Seattle, Laird Norton Company is a seventh-generation, family-owned enterprise with significant investments in real estate and operating companies. The values of the company and its owners inform the company’s approach to business. LNC is a patient investor, seeking true long-term partnerships that align with our values and focus on community efforts. LNC is the majority owner of Laird Norton Wealth Management (LNWM), and wholly owns Laird Norton Properties, a Seattle-based real estate investment firm. Learn more at www.lairdnorton.com.