
Introduction
At Laird Norton Tyee Asset Strategies, LLC and Laird Norton Tyee Trust Company (“Laird Norton Tyee”), the relationship we have with our clients is our most important asset. We are committed to protecting the confidentiality of your personal information. We have prepared this Client Privacy Policy to help you understand the types of information we collect from you, how we use and protect that information, and the limited circumstances under which we may disclose portions of that information to others.
Types of Personal Information We Collect
During the ordinary course of our business, we collect and maintain information about you so that we can effectively provide our investment management and other services to you. This may include:
- Information we receive from you to open an account or provide investment management or other services to you (such as your home address, social security number, telephone number and other demographic and financial information);
- Information that we generate in managing your account (such as trust, investment and other account transactions and statements).
- Information we receive from third parties with respect to your account (such as trade confirmations from brokerage firms and information provided to us by your legal, accounting or other professional advisors).
Strict Security Measures
We take the security of your personal information very seriously. We maintain physical, electronic and procedural safeguards that comply with applicable laws to protect your personal information.
Sharing of Personal Information
Between Our Two Legal Entities
We have established procedures to limit employee access to your personal information only to those employees of Laird Norton Tyee with a business reason for accessing such information, and we educate our employees about the importance of maintaining strict confidentiality and client privacy. Each employee confirms in writing their commitment to maintaining confidentiality. All independent contractors do this as well.
Personal Information Shared
Only in Limited Ways
We do not share any personal information about our clients or former clients with anyone outside our two companies without the client's prior direction or approval, except as described below. We also require that those with whom we share such information keep that information strictly confidential. Those instances where personal information may be shared on a limited basis include:
- Disclosures to companies that perform services on our behalf to assist us in providing our services to you (such as our technology consultants who assist us in maintaining our accounting and computer systems);
- Disclosures to companies necessary for us to manage and administer your account (such as providing account information to brokers and our custodians).
- Disclosures in response to subpoenas and under other circumstances permitted by law.
In every case disclosures are limited to only the data believed necessary in the particular circumstances at hand. We have not and will not sell any personal information about our clients or former clients to anyone.
In everything we do, Laird Norton Tyee adheres to a most important and basic mission. We provide independent, objective advice to every client, with the goal of giving them peace of mind and financial security throughout their lifetimes and into future generations. Our privacy policies and practices reflect our mission and were created to serve you, our client.
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