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Foresight saves clients from collapse of auction rate securities market

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.

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New York City

Clearing a path: LLBH d/b/a Coastal Bridge Advisors negotiations allow client to take immediate tax deduction

Our board negotiations and philanthropic planning expertise allowed a client to take an immediate and substantial tax deduction.

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Lighthouse

Discipline and Process: How our client emerged from the dot-com crash unscathed

Telecommunication stocks plummeted when the dot-com bubble burst. However, timely portfolio reallocation saved our client from losses during the crash.

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LLBH d/b/a Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions

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.

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Time Piece Legacy

Preserve and Protect: How LLBH d/b/a Coastal Bridge Advisors kept our client’s wealth safe from exposure

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.

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Skyscraper

Speed and Execution: How a $10 million property was purchased in seven days

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.

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Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/