This year opened a new chapter for all of us. Growth and refinement arrived together, and 2025 was the year Somerset found its voice. A clear and steady one. A voice shaped by the work we share and the clients we serve.
Transitions create movement, yet they follow a familiar rhythm. Each one arrives with its own current, yet we now recognize the pattern and know how to meet it. The team moved through this season with loyalty, focus, and care for one another. This matters to me because a team that cares well for each other cares well for the families who rely on us. Stewardship begins here.
Our writing throughout this year revealed something about who we are as a firm and who we are becoming.
- We offered perspective on ownership.
- We explored the speed of modern narratives.
- We refined how families gather, communicate, and plan.
- We identified CLARITIES as the cornerstone of long-term decision-making.
Why do we prioritize writing?
- Writing sharpens our thinking. A clear mind leads to clear advice.
- Writing builds a bridge between our internal process and your lived experience.
- Writing keeps panic out of the system by focusing on meaning rather than noise. We often see patterns in communication from our clients, it allows us to both expand on the ideas and contract by honing in on concepts that may be the most relevant.
- Writing reduces fear by offering interpretation, not urgency.
- Writing creates connection and gives space to the human side of wealth, which in a world that rewards momentum, feels more elegant to us.
- Writing is part of stewardship. It is one of the ways we care for families with sincerity and consistency.
Early 2026 will carry this rhythm forward. Below, you will see a curated set of articles shaped by the themes that surfaced most often this year. Each one is designed to bring more ease, more clarity, and a sense of steadiness through seasons that often feel fast.
Narratives That Move Markets
Stewardship as a Strategy
Planning for Families Who Want Ease
Models, Time, and Human Decision-Making
The Human Side of Wealth
Many financial decisions begin with emotion long before they become numbers. These pieces will explore confidence, identity, transition, and overwhelm—topics that shape how families move through change. Writing into this space feels essential.
Each of these themes shares a single purpose: to offer steadiness. Wealth brings complexity. A clear process, a thoughtful team, and consistent language can create a sense of calm through every season.
Before we close, a quiet preview. We have been building something that reflects this new chapter: Sightlines, a semiannual Somerset publication. It will offer a more expansive, curated view of the ideas shaping our work. Think of it as a place to land and exhale. The first issue arrives in 2026.
I remain grateful for your trust. It shapes how we think, how we refine our process, and how we grow. This year held transition in both my personal life and my professional life. Your steadiness, your conversations, and your trust meant more to me than you know. I am grateful to walk alongside you and your family.
Warmly,
Lauren
The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.