Following are real-life examples that illustrate our diverse client base and the integrated approach we take to address client-specific needs:
Business transition How can I monetize my business in a focused, strategic, and tax efficient fashion?
Charitable giving How can we be sure my portfolio, estate plan and financial plan correlate with my giving intentions?
Retirement I am ready to retire. How do I maintain my current lifestyle and plan for the next phase of my life?
Wealth transfer How can I transfer my wealth in a tax efficient manner?
Concentrated stock position What can Coldstream do to diversify and minimize my risk in a tax efficient manner? [under construction]
401K solution How can Coldstream design and manage a robust yet easy to understand 401k plan for my company? [under construction]
Death of spouse/partner Can Coldstream help me navigate the loss of my spouse/partner?
Disability/Settlement My personal needs and financial obligations have been altered by a personal injury. How can Coldstream help with my unique and long term needs?