Wetherby Asset Management

We took a few minutes at the end of the day yesterday to toast our new brand and the exciting things to come as LNW. Our San Francisco and Seattle offices look pretty great with that new logo!

We’re so excited to share that Laird Norton Wealth Management and Wetherby Asset Management are now LNW! In the words of our CEO Kristen Bauer “our new brand represents a home: a place where people can pursue their purpose, know they’re cared for and be surrounded by a team dedicated to turning personal visions into reality.” To our clients and all of you who are part of our community – welcome home! https://lnkd.in/gD5cmEAT

We’re so excited to share that Laird Norton Wealth Management and Wetherby Asset Management are now LNW! In the words of our CEO Kristen P Bauer “our new brand represents a home: a place where people can pursue their purpose, know they’re cared for and be surrounded by a team dedicated to turning personal visions into reality.” To our clients and all of you who are part of our community – welcome home! https://lnkd.in/gD5cmEAT

Congratulations to Managing Partner Deb Wetherby for being shortlisted for Inspirational Woman of the Year!

“We’re not in the business of just making wealthy people wealthier… you can do good and do well at the same time.” Kristen P Bauer, our CEO, shares her impact philosophy, professional inspirations and personal reflections with The Nature Conservancy in Washington, where she serves as a Board Trustee. #conservation #wealthmanagement #impact #leadership https://lnkd.in/gibrKUyY

Donor Advised Funds are an impactful tool and tax-smart part of your philanthropic strategy, according to Kristi Mathisen, our Managing Director of Tax & Financial Planning. Read more in her most recent column for Puget Sound Business Journal.  #financialplanning #wealthmanagement #philanthropy #taxes https://lnkd.in/gTwn3UpW

The Posse Foundation Bay Area's annual Power of 10 fundraiser last week was a smashing success. We welcomed friends, supporters, and alumni to the beautiful Gallery 308 in San Francisco. We are so grateful to our sponsors for making it possible; Deloitte, Atlassian, Dodge & Cox, Archipelago Companies, Dechert LLP, Wetherby Asset Management, and Briana and Miguel Zelaya. Thank you to everyone joined us to celebrate Posse Bay Area!

“We don’t want it to feel like school.” Jennifer Chan, CFA and Kristi Mathisen talk to Crain Currency about GenZ’s perceptions of wealth and the educational resources Wetherby Asset Management and Laird Norton Wealth Management employ to engage younger generations. #GenZ #wealthmanagement #digitalnatives #impactinvesting #financialplanning #familyoffice https://lnkd.in/gVwKUXy7

Building a successful company means balancing the needs of the business with your own finances. The right plan can help you manage both. Read more from Laird Norton Wealth Management's Scott Butterfield in the Puget Sound Business Journal. #wealthmanagement #financialplanning #estateplanning #business #leadership

Shareholder voices continue to serve as a critical part of the movement encouraging companies to create meaningful change. This year saw another record number of resolutions filed, which marks an increase for the fourth consecutive year, and an increasing percentage of environmental and social resolutions. We are pleased to release our 2023 Annual Shareholder Resolution Impact Report, highlighting the resolutions that our clients supported and the change those resolutions are working towards. #esginvesting #impactinvesting #shareholderadvocacy https://lnkd.in/gFjknS2q