BNY Mellon Wealth Management

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Laird Norton Trust Company, founded in 1967 to manage the wealth and financial welfare of the Laird and Norton families, provides financial planning services that include education planning, cash-flow analysis, stock-option planning, charitable gift planning, retirement planning and divorce financial counseling. In 1979, the firm began offering its services to a larger number of individuals, families, and organizations. Laird Norton provides financial administrative services that allow small businesses or individuals to outsource bill paying, accounting, records management, insurance, live-in assistance for aging parents, credit accommodations and concierge services. The trust company clients are business owners, technology and biotech executives, entrepreneurs, nonprofit organizations and venture capitalists--high-net-worth individuals, families, and organizations needing wealth-management services.

Whittier Trust Company is a comprehensive wealth management firm offering a range of services including family office support, investment strategies, philanthropy, real estate, and trust services. With a commitment to personalized service, their team of advisors is dedicated to understanding and meeting the unique needs of each client. Headquartered in Seattle, WA, Whittier Trust has multiple office locations across the United States, including California, Texas, Oregon, and Nevada. The firm prides itself on its legacy of trust and expertise, making wealth management a personal journey for its clients. Generated from the website