The Seattle office will be led by Kristen Bauer, managing director, who joined Threshold in 1998.
The wealth management firm offers investment guidance, financial planning, legacy planning and family office services for families who require a comprehensive approach to wealth management and family governance.
Threshold Group president Ed Lazar said that Seattle is the front yard, and the group has been working here for years. Now it has bricks and mortar to help the group deepen its daily involvement with Seattle families, foundations and the civic community.
The family-owned firm, Threshold Group, oversees $2.7bn in assets and employs 45 associates. Additional offices are located in Portland and Philadelphia.
It works with Russell Investments as an independent source of research and knowledge surrounding both capital markets and professional investment managers.
