Our Future Together

Since Wetherby Asset Management and Laird Norton Wealth Management joined forces in early 2022, our combined firm has undergone tremendous growth and change. At the same time, we are working hard to ensure that we honor the trust our clients have put in us by providing the deep expertise and personal connection they 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 and beyond, 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 tap a wider variety of strategies to help improve financial results for clients and achieve impact targets.

Our industry-leading impact investing offering is now available to our full combined client base, including our shareholder engagement program for eligible clients, and we have expanded our manager engagement program to our full complement of fund managers to understand more deeply the potential risks and opportunities presented by their business practices.

As all of these efforts and more flourish, the new firm that we are so proud to be building continues to take shape. While in some ways we’re nearing the finish line of a lengthy and thoughtful process, in many others this is just the beginning, as we look toward the future while honoring the history that has helped us reach this point.

When we work with clients to craft a financial plan, it is with the long term in mind. Our combination has been undertaken with the same focus on the long term, with care and caution that respects the responsibility we have to our clients, our team and our communities. We want our clients to not only feel confident that their wealth will continue to support the lives they and their families want to live, but also that we will be there for future stages of their lives and coming generations.

The combination of our firms has provided us with the stability of a larger team with a broader geographical presence, including our Philadelphia office opened this summer, giving us ample resources to respond as the lives of our clients and their families change. Our relationship with the Laird Norton Company also contributes to our solid financial footing and a deep commitment to our wealth management business.

Our choice to join together to create our new firm was born of a desire to better serve clients and all of our stakeholders. 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.


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