
Laird Norton Tyee (LNTyee) takes an integrated approach to serving the needs of clients. In addition to the thought leaders on our team, we are excited about the high caliber partnerships we have developed with you, our valued colleagues. By building relationships, we all work together to provide the very best to each and every client.
To help our professional advisor colleagues enhance services to our mutual clients, we regularly invite you to attend exclusive Thought Forum™ workshops and presentations. Information and invitations are typically sent four to six weeks before an event.
Past Thought Forum topics have helped us all understand how to better communicate with clients, what issues clients are facing, and how to build "trusted advisor" level relationships.
Other areas that Thought Forum has covered include keeping wealth in the family, family wealth and philanthropy, 529 college savings plans and how much is enough.
Our leadership team members are also regular presenters in the community. Barbara Potter, EVP and Managing Director of Fiduciary Services recently presented at a Washington State Bar Association seminar on the topic of Understanding and Managing Investments That Aren't Your Own.
|