News, Comment & Analysis results for LNW
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of
Laird Norton Wetherby Continues Leaning Into ESG
This publication recently interviewed the multi-family office about its views on ESG/sustainability
Now A $100 Billion MFO, What’s Next For Pathstone?
Our US correspondent gets into the details of the multi-family office's strategy in the wake of an
Who's Moving Where In Wealth Management? – Laird Norton Wetherby, Raymond James, Baird, Others
The latest moves, appointments and personnel changes in North America's wealth management industry.
Summary Of North American M&A For January, February And March 2024
A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,
Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Laird Norton Opens South Dakota Office, Expands Trusts Footprint
This publication regularly tracks trusts and other structures used in the North American wealth