Coldstream Capital Management Partners with Foundation Source To Provide Clients with Leading Technology and Services for Private Foundation Administration.FAIRFIELD, Conn. -- Internet-Based Tools and Services Delivered Through Foundation Source Online(R) Resonate with Wealthy, High Tech Entrepreneurs in the Pacific Northwest Foundation Source(R), the nation's leading provider of support services support services Psychology Non-health care-related ancillary services–eg, transportation, financial aid, support groups, homemaker services, respite services, and other services for private foundations, today announced a strategic partnership with Coldstream Capital Management, a multi-client family office providing comprehensive and integrated wealth management services for individuals and families of significant wealth. Philanthropy is a critical component of overall wealth management, and 67% of affluent individuals want to learn more about private foundations in particular(a). The companies are already working with one joint client, with others in discussion. Now, clients of Coldstream Capital Management who have private foundations, as well as those wishing to start a private foundation, have access to Foundation Source's innovative technology and comprehensive support services for private foundation administration. Coupled with Coldstream Capital Management's comprehensive services for wealth management, investment management, financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and related financial consulting, these clients now gain unparalleled services and products designed to enhance the philanthropic experience and eliminate the hassles traditionally associated with private foundation administration. Coldstream Capital Management has a strong and growing presence in high tech centers in the Pacific Northwest, with headquarters in Bellevue, Washington Bellevue is a rapidly growing city in King County, Washington, U.S., across Lake Washington from Seattle. Long known as a suburb or satellite city of Seattle,[1] it is now categorized as an edge city or a boomburb. and an office in Portland, Oregon. Since its inception, Coldstream has helped families grow, enhance and safeguard wealth by offering objective advice and comprehensive strategies tailored to match the client's personal and financial goals. The relationship with Foundation Source will provide valuable assistance as clients determine how best to distribute their charitable capital. (a) Financial Advisor Magazine, November 2005 "Our clients are philanthropic by nature, and we look forward to working with Foundation Source to help them become more strategic and efficient in their giving," said Kevin Fitzwilson, managing director and portfolio manager, Coldstream Capital Management. "The fact that many of our clients created their wealth in the high tech industry will make the innovative technology offered by Foundation Source that much more important." "Coldstream Capital Management works with clients from various professional and family backgrounds, including several high tech leaders who understand and value the technological innovations that Foundation Source has introduced to the private foundation world," said Matt Cone, Foundation Source managing director for the Northwest Region
The Northwest Region . "Our relationship supports Coldstream Capital Management's efforts to provide their clients with superior tools and services to support causes that matter to them and their families." About Foundation Source (www.foundationsource.com) Foundation Source is America's leading provider of outsourced services for private foundations. The company's back-office systems, online services and experts on-call provide clients with Professionally Administered Foundations that solve the traditional problems of complexity, compliance, community and cost. Foundation Source foundations are stronger, more secure and deliver greater social impact, allowing families to focus on mission, strategy and family priorities rather than back-office administration and compliance tasks. Today, Foundation Source provides its services to nearly 400 private foundations, representing over $1.1 billion in foundation assets under administration. The company works in partnership with leading law firms This list of the world's largest law firms by revenue is taken from The Lawyer and The American Lawyer and is ordered by 2006 revenue:[1]
The brand originated as a United States brand for discount brokerage when TD purchased Waterhouse Securities. and Wilmington Trust Wilmington Trust (NYSE: WL) was founded on July 8, 1903) as a banking, trust, and safe deposit company by DuPont president T. Coleman du Pont. He opened the business in the dining room and parlor of a former private residence at 915 Market Street in Wilmington, Delaware with a . The company is headquartered in Fairfield, CT with regional offices in Boston, New York Boston is a town in Erie County, New York, United States. The population was 7,897 at the 2000 census. The town is named after Boston, Massachusetts. The Town of Boston is an interior town of the county and one of the county's "Southtowns. , Palm Beach, Chicago, Denver, Salt Lake City, Los Angeles Los Angeles (lôs ăn`jələs, lŏs, ăn`jəlēz'), city (1990 pop. 3,485,398), seat of Los Angeles co., S Calif.; inc. 1850. , San Francisco San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden and Seattle. Foundation Source and Foundation Source Online are registered trademarks of Foundation Source Philanthropic Services Inc. All rights reserved. |
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