As a trust company and investment firm, we provide the expertise needed to ensure that your wealth continues to fulfill your vision.
Building your trust and estate plan
You have worked hard to build and retain your wealth. Ensuring that it continues to fulfill your goals requires careful estate planning and selection of the right strategies for implementation. Your wealth advisors at Laird Norton Tyee (LNTyee) will look at your current estate plan and make recommendations for strategic changes or additions to ensure that your legacy is transferred in the way you intend. We will look ahead to regulatory and other external conditions that may change to ensure your plan continues to reflect your wishes in the most efficient way.
Transferring wealth to future generations
Planning for smooth generational wealth transfer may include adjusting portfolio allocations to minimize taxes, gifting to families or organizations, establishing trusts and more. We’ll work closely with your attorneys and other advisors to coordinate all of the pieces for an integrated approach.
The expertise you need
As both a trust company and a registered investment advisor, we see your entire financial picture and manage your finances for both your lifetime and beyond. In addition to acting as the corporate trustee and administering the trust, we also have the expertise to provide strategic investment management for your trust assets.
Educating your family about wealth
If you desire, we will work with your entire family. Our wealth advisors include experts at teaching money management and helping children of all ages improve their financial understanding. In addition, we are always ready to help you or any of your family members understand any aspect of your financial life.
Learn more
These are just some of the trust planning and estate planning tools that LNTyee offers. Call 800.426.5105 to arrange for an appointment to learn more about how we can help you create your legacy. |
