Before 2008’s auction rate market failures, LLBH d/b/a Coastal Bridge Advisors guided clients to safety and helped them avoid the market’s implosion.
Our board negotiations and philanthropic planning expertise allowed a client to take an immediate and substantial tax deduction.
Telecommunication stocks plummeted when the dot-com bubble burst. However, timely portfolio reallocation saved our client from losses during the crash.
Clients were granted access to catastrophe bonds previously accessible only to large institutions in a unique approach implemented by LLBH d/b/a Coastal Bridge Advisors.
Our creative problem solving allowed a former Fortune 100 president to preserve his wealth while unforeseen challenges threatened the company holding his deferred-compensation plan.
A multi-million dollar real estate purchase brings its own unique set of challenges. Moreover, a tight deadline during the holidays required an immediate response and an innovative use of resources.