Brandon Smith

Q: What is Brandon Smith email address?

Email Brandon Smith at smitbp1@gmail.com and brandons@wetherby.com. This email is the most updated Brandon Smith email found in 2026.

Q: How to contact Brandon Smith?

To contact Brandon Smith send an email to smitbp1@gmail.com or brandons@wetherby.com. If you want to call Brandon Smith try calling on +16504779510. (updated on October 30, 2024)

Director of Estate Planning at Laird Norton Wetherby | San Francisco Bay Area

About Brandon Smith

Brandon Smith serves as the Director of Estate Planning at Laird Norton Wetherby (LNW), where he is dedicated to empowering families and individuals to navigate the complexities of wealth management and legacy planning. With a profound understanding of estate tax planning, planned giving, and charitable giving, Brandon plays a pivotal role in helping clients articulate their financial goals and translate them into actionable strategies. His expertise extends to estate administration and corporate law, allowing him to provide comprehensive guidance on entity selection and framework, ensuring that each client's unique situation is addressed with precision and care.

At LNW, Brandon is actively involved in key projects that focus on creating tailored estate plans that not only optimize tax efficiency but also reflect the values and aspirations of the families he serves. He collaborates closely with clients to develop trust services that facilitate the smooth transfer of wealth across generations, ensuring that their legacies endure. His commitment to fostering meaningful relationships is evident in his approach, as he combines technical knowledge with a genuine desire to support clients in making informed decisions that impact their financial well-being.

Brandon's marketing strategy acumen further enhances LNW's ability to connect with exceptional families seeking to activate the full potential of their wealth. By leveraging his skills in gift tax planning and charitable giving, he helps clients engage in philanthropy that aligns with their values while maximizing their financial impact. Through his leadership, Brandon Smith is not only shaping the future of estate planning at Laird Norton Wetherby but also enriching the lives of those he serves, ensuring that their blessings are imparted to future generations.

Brandon Smith Work

Director of Estate Planning at Laird Norton Wetherby in January 2024 to Present

Director of Estate Planning at Wetherby Asset Management in August 2018 to January 2024

Wealth Strategist at UBS in February 2016 to July 2018

Brandon Smith Skills

Estate Tax Planning

Planned Giving

Charitable Giving

Frequently Asked Questions about Brandon Smith

What is Brandon Smith email address?

Email Brandon Smith at [email protected] and [email protected]. This email is the most updated Brandon Smith email found in 2026.

What is Brandon Smith phone number?

Brandon Smith phone number is +16504779510.

How to contact Brandon Smith?

To contact Brandon Smith send an email to [email protected] or [email protected]. If you want to call Brandon Smith try calling on +16504779510. (updated on October 30, 2024)

What company does Brandon Smith work for?

Brandon Smith works for Laird Norton Wetherby

What is Brandon Smith's role at Laird Norton Wetherby?

Brandon Smith is Director of Estate Planning

What industry does Brandon Smith work in?

Brandon Smith works in the Financial Services industry.