Laird Norton Wetherby

LNW is passionate about educating our clients and social media followers on planning and investing topics and hope you enjoy the knowledge we regularly share. As a reminder, our team would never offer personalized investment advice via our social channels or WhatsApp. Please be wary of impersonators and, as a cybersecurity best practice, do not share personal information or send money to anyone who claims to be from a reputable firm but is attempting to conduct business through social media or other unofficial channels.

We're proud to announce our Platinum Sponsors for our upcoming 2025 Retreat: Laird Norton Wetherby (LNW) and AlTi Tiedemann Global. As leaders in wealth management and values-aligned investing, they bring invaluable expertise and insights to our retreat. LNW serves families and individuals, across generations, seeking to activate the full potential of their wealth. LNW combines a high level of care with deep expertise in wealth and legacy planning, investments, and trust and estate services. AlTi Tiedemann Global is a global wealth and alternatives manager, turning powerful ideas into high-performing strategies and solutions. They work with individuals or institutions, foundations or family-led businesses, offering a combination of advice, solutions and innovative investment opportunities. Through dedicated learning sessions, they, along with our other soon-to-be-announced sponsors, will share their knowledge related to today’s investment landscape and align wealth with purpose. We’re excited for the conversations, connections, and perspectives they will bring to the table. ?? Keep an eye on our social channels in the coming weeks to see more about our sponsors... #membersretreat #newyorkretreat #hudsonvalleyretreat #hudsonvalley #femaleempowerment #womeninfinance #empoweredwomen #financialempowerment #femalecommunity #womensupportingwomen #valuebasedinvesting Lisa van Eck Ana Morales Bertha Morales Michelle Yue Anna Karin Levin

At the end of another volatile week for U.S. stocks, LNW CIO Ron Albahary, CFA explains why we’re keeping a close eye on the U.S. bond market:

We launched LNW Trust Company of South Dakota in early 2023, but why does South Dakota continue to be a sound choice in 2025 for the administration of trusts? Wealth manager Diana Shiner highlights two areas where trusts based in South Dakota can have distinct advantages. https://lnkd.in/dF7AnJvs. #trusts #estateplanning #trustsandestates

Leadership isn’t just about driving financial results—it’s about building a culture where people thrive. In today’s session, Kristen P Bauer, CEO of Laird Norton Wetherby (LNW), shared her unique perspective as one of the few women leading in the financial services industry. She explored the intersection of leadership, culture, and business success, offering key lessons that apply to any organization. Key takeaways: -Culture matters as much as strategy—employees aren’t just part of the business; they are the business. - Co-creation is key—bringing people into the process leads to stronger alignment and better outcomes. - Act fast on cultural detractors—listening to employees isn’t enough; leaders must also watch behaviors and take action. - Leaders come from everywhere—not just at the top, but across the entire organization. Kristen’s insights were a powerful reminder that successful organizations don’t just focus on financial gain—they prioritize people, purpose, and continuous improvement. What was your favorite takeaway from this session? #i4cpConference #FutureOfWork #HRLeadership #Leadership #Culture #NextPracticesNow

In our March Economic Flash, our investment team highlights why, instead of tracking the daily headlines, we are focusing on what works in times of heightened volatility. #investing #investmentmanagement https://lnkd.in/ghSrgw2m

We're excited to share that LNW wealth managers Christy Covalesky CFP?and Lauren Wood, CFA, CFP? have been named two of Forbes Top Women Wealth Advisors Best-in-State. Congratulations to Christy, Lauren and all of the other honorees. https://lnkd.in/gHfx_vmM

Amid the frenzied flurry of activity in Washington, LNW CIO Ron Albahary, CFA provides perspective on the economy and portfolio positioning heading into a year likely to defined by change:

Here is another way to support a college/university and lock in favorable rates by the end of 2024: Charitable Gift Annuities (CGAs):

Friday, December 6 Our firm, with a history of nearly 60 years of private ownership, and the families we’ve had the privilege to work with, often over multiple generations, have one very important thing in common -- we are committed to sustainable, resilient economic growth as opposed to short-term growth at all costs. We know that our choices in how we operate our firm have a wide range of influence on the world around us and, also, that our success, as a firm and as individuals, is linked to that of the communities in which we live and work and the planet on which we depend. Each year, we’re pleased to share highlights of our own work to continue to grow impact investing, support our clients, employees, and fund managers, and contribute to the broader community in our Annual Impact Report. #impact #sustainability #corporateimpact https://lnkd.in/gUqht25y