The Larson Kirkpatrick Group
The Larson-Kirkpatrick Group is a wealth management team that serves affluent families, individuals, and institutions, bringing a devoted service ethic and client-centered focus to our work. As the only Private Banking and Investment Group team in the Pacific Northwest, we focus on a special group of clients: private business owners, corporate executives, entrepreneurs, endowments, foundations, and wealthy families.
We take pleasure in doing our work well. We keep an unwavering focus on the clients we serve: how to advance their goals, streamline their finances, coordinate with their external advisors, and maintain their vision and values across multiple generations.
Structured to Perform
We have built our team to respond to the needs of high-net-worth clients. We purposely limit our practice to the clients who can most benefit from our offerings and skill set. We do not look to be all things to all people – rather, to serve a niche client base exceptionally well. We are a team of five professionals, each of whom is essential to the smooth functioning of our team. Clients come to know each of us very well, and we, in turn, know them very well. We invite clients to contact us at any time, priding ourselves on our availability, work ethic, and responsiveness. Our reputation is our greatest asset and a key differentiator of our approach.
Mindful of the Long Term Implications of Wealth
We recognize that clients have long-term aspirations for their wealth. In serving client needs, we not only respond to the day-to-day issues at hand, but take a more deliberate and thoughtful approach to building and sustaining long-term wealth. We ask clients to take a holistic view of their wealth, identifying their goals in building a family legacy, imparting values to future generations, enhancing financial education, promoting philanthropy, and involving their heirs in essential wealth management decisions. We believe strongly that wealth management is a family pursuit – one that is best accomplished in a context of involvement, anticipation, and thoughtful strategy.
Offering Family Office Services
The clients we serve have complex needs. They typically have external tax and legal advisors who play important roles in long-term estate planning strategy and wealth transfer. We are skilled facilitators and collaborators; we welcome the opportunity to work with external advisors, creating an atmosphere of collective progress and shared insight. We recognize the importance of clearly delineated goals and strategy in advancing long-term success. We are particularly adept in integrating clients’ particular circumstances and concerns into a wealth management framework that responds to their individual needs.
Offering a Suite of Services to Affluent Clients
Significant wealth creates distinctive challenges. We offer services and strategies that respond to the needs of affluent clients:
Traditional and alternative investment selection*
Integrated lifetime/estate planning strategy and succession strategy
Trust structures and administration, compliance and reporting
Philanthropy: integrated charitable plans and family foundations
Concentrated stock/restricted stock management
Asset allocation: strategic, tactical, and opportunistic
Liquidity and cash management
Business liquidity strategies
Family office services
* Please note that some or all alternative investments may not be suitable for certain investors.