In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Kristen Bauer, CEO of Laird Norton Wealth Management, an independent Seattle-based wealth management firm. Founded in 1967 as a single-family office, Laird Norton now manages approximately $15 billion in assets* for nearly 1,500 prominent families, individuals, foundations and endowments.
A CPA with more than 20 years of experience in holistic wealth management, Kristen originally started her career as a trusted advisor and CFO for George Russell and his family. Prior to joining Laird Norton, she went on to become president at Threshold Group, helping transition that single-family office into a multi-client office, developing and leading the national family office practice and ultimately merging the company into Tiedemann Advisors.
During their conversation, Bauer and Burkhart discuss:
Regarding the future of Laird Norton, Bauer tells Burkhart that she is focused on the long-term. “We’re feeling like we are in the J-curve of an investment and we are really thinking about what the next 10 years look like – not what the next year looks like,” Bauer says “When you look at it from that approach, decisions become a little bit easier in the organization.”
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* Approximate AUM for Laird Norton Wealth Management at time of recording
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