Wetherby Asset Management Joins Forces with Laird Norton Wealth Management

Industry-leading firms join forces to expand client service offerings

Wetherby Asset Management is excited to announce that we have joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines.

Blending these two firms allows us to invest in technology and resources to enhance our systems and client experience, and to evolve our service offerings to meet the changing needs of our clients and their families.

Of particular note, Wetherby clients have the option of having trusts administered through our affiliation with Laird Norton Wealth Management. You also have access to additional client education programs, private investment opportunities, multigenerational planning expertise, and real estate investment consulting.

Laird Norton Wealth Management CEO Kristen Bauer is leading the combined entity, and Deb Wetherby continues to serve as Wetherby’s managing partner, guided by our shared commitment to create an extraordinary and unrivaled organization focused on taking exceptional care of our clients, our colleagues, our owners, our communities, and our planet.

For now, our respective names  – Laird Norton Wealth Management and Wetherby Asset Management – will remain in place as we focus on simple, methodical changes which provide the highest value to our clients.

We invite you to learn more by visiting the Laird Norton Wealth Management website or dropping us a line with your questions at communications@wetherby.com.

Since Wetherby Asset Management was founded 32 years ago, we have remained committed to exceptional service, which drives everything we do. While we continue to grow and expand our services, that commitment lives on – as defining and achieving your goals will always be our top priority.

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.

Disclosures

All content presented on the Wetherby Asset Management LLC (“Wetherby”) website is for informational purposes only and is from sources believed to be reliable. No warranty is either expressed or implied by its presentation.

This content is not, and should not be, considered a recommendation, offer, nor solicitation of an offer by Wetherby or its affiliates to buy, sell or hold any security or other financial product; nor is it an endorsement or affirmation of any specific investment strategy. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Information contained in third-party articles was prepared by independent outside parties, and the accuracy of any such information may have changed since the article was published. Unless otherwise specified, opinions expressed reflect those of the author and not of Wetherby. Wetherby does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information. Should any specific funds or securities be mentioned in a third-party article, it may not be reflective of any funds or securities recommended by Wetherby, nor should it be considered an investment recommendation or investment advice. These investment strategies may or may not be appropriate to incorporate in our client portfolios. Wetherby’s analysis is subject to change as information develops regarding specific investment goals, profiles and/or the economic markets. Individual investments typically constitute a minority allocation within a client’s fully diversified portfolio managed by Wetherby.

Wetherby manages portfolios according to each client’s specific investment needs in accordance with a signed investment agreement. Therefore, each client’s portfolio has a unique set of circumstances and, consequently, investment results. Wetherby’s outlook may change if the client provides new information or if there are material changes in the market or investment recommendations. While Wetherby intends to add value to our clients in non-investment related areas of tax and financial planning, we do not hold ourselves out to be practicing income tax professionals or estate planning attorneys. You should consult your tax advisor and/or estate planning attorney for any legal or accounting needs.

To the extent that our website contains information about specific companies, securities and/or investment strategies – including whether they are profitable or not – it is provided only as a means of illustrating a potential investment thesis. It is not intended as a reflection of any securities or funds held by clients nor the experience of any client; the holdings and performance of which may be materially different from any investments discussed. It should not be assumed that any information contained serves as a substitute for, personalized investment advice from Wetherby or an investment agreement.

If a reader has questions regarding the applicability of this information to her/his situation, she/he is encouraged to consult with the professional advisor of her/his choosing. A copy of Wetherby’s current ADV Part 2 & 3 discussing our advisory services, fees and other relevant information is available upon request.

 

Certifications

Wetherby’s status as both a Certified B Corporation® and a Certified San Francisco Green Business is indicative of our commitment to enhanced social, environmental and governance standards. It is not intended to represent Wetherby’s investment capabilities or performance. For additional details regarding Certified B Corporations® please visit www.bcorporation.net; for San Francisco Green Business please visit www.sfenvironment.org/green-businesses.

Social Media

Social media content involving Wetherby and our affiliated people is intended solely for informational purposes. It should not be considered as a recommendation, investment advice, nor an offer or solicitation of services. Links to third-party content are provided for convenience only; Wetherby cannot assure the accuracy or completeness of the information and no warranty is either expressed or implied by its presentation. Neither Wetherby nor our affiliated people are responsible for any third-party content, services, products or information. Please note that as a registered investment advisory firm with the U.S. Securities and Exchange Commission, Wetherby and our affiliated people are restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgments; however, our policy requires that we hide any recommendations or endorsements.

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