SIMPLIFYING THE UNIQUE CHALLENGES OF FAMILY BUSINESS
Family-owned businesses face unique challenges. Transition, exit, cash flow, and financial planning all need to be handled differently when the business is “in the family.” In Coldstream’s Family Business Services, you’ll find an experienced partner who is sensitive to your situation. Whether your goal is to provide for generations to come, minimize tax liability, or navigate a short term transition, we are here to help you work through every decision.
Our specialized Family Business Services include:
- Long-term, multi-generational planning
- Risk Assessment
- Cash flow modeling and tax planning