Laird provides investment management, wealth planning, and trust services.
Other company names that are under the "Laird Norton Trust umbrella" (in case a member calls in from one of these names but these names shouldn't be used in any comms):
- Laird Norton Wealth Management
- Wetherby Asset Management
- Laird Norton Enterprises
- Laird Norton Properties
- Filament
Zendesk Org Tag: Laird
Landing Page: https://www.vida.com/Laird
Programs and Devices Offered
Please review this Vidapedia Card
Population Details
200-250 Lives
- Wealth management professionals
- WA, CA (LA and SF), NY (4 offices in 10 states) - still waiting on other states
Additional Info
What segment is this org in?
Employer
Are they a Fees at risk (FAR) org?
No
When did we launch with this org?
1/1/2023
How is the service being paid for?
Vida is free for eligible employees and their spouses/dependents.
How do members enroll?
Via Mobile or Web App
Where should non-eligible members be directed?
Michelle Reid: m.reid@lnwm.com
Who is eligible?
Employees can be enrolled in dental / vision and still get access to our services.
Employees, Spouses, Dep18+ on benefits plan
Is the org on the eligibility file?
Yes
How often will terminations take place?
Monthly
Do we offer Phone and/or Email support?
Yes
Is VSC outreach involved?
No
Comments
0 comments
Please sign in to leave a comment.