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Coldstream Wealth Management Overview
Type
Multi Family Office
Year Founded
1996
General Information
Coldstream Wealth Management is a multi-family office headquartered in Bellevue, United States. Founded in 1996 by investment professionals, the employee-owned firm advises high-net-worth families and institutions across the Pacific Northwest and beyond. It offers integrated investment management, tax planning, estate design, risk management, and family governance services, leveraging its in-house expertise and strategic acquisitions to steward more than $10 billion in client assets.
Contact Information
Website:
https://www.coldstream.com/
Year Founded:
1996
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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