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.
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.