News

A Number One Solution: Bill Loftus talks to Private Asset Management about the firm’s ‘Virtual Family Office’ model

LLBH d/b/a Coastal Bridge Advisors’s virtual family office is a service model offered to clients that encompasses not only investment management but a range of tax, legal, general financial planning and philanthropic services.

Growing Advisory Firms Learn How to Be Lean

Advisers cut paperwork to make more time for clients, prospects To really grow, a financial advisory business needs to find ways to become more efficient. Those ways often involve new technology and systems to make their expanding ranks of advisers more effective at tending to clients and their money, and bringing in more of both. …

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Advisers Go Extra Lengths to Keep Wealthy Clients

Bill Loftus, one of the founders of LLBH [d/b/a Coastal Bridge Advisors], a high-net-worth advisory firm that is part of Focus Financial, said that a couple of years back his firm engaged in a complicated and lengthy program to protect a client’s $15 million deferred compensation package in case his former employer went bankrupt, the …

Read moreAdvisers Go Extra Lengths to Keep Wealthy Clients

Jeff Fuhrman, Chief Operating Officer & Chief Financial Officer at Coastal Bridge Advisors

Coastal Bridge Advisors Enhances Team with Addition of Jeff Fuhrman – New COO/CFO to help lead business as it pursues its next phase of growth

Westport, CT – September 18, 2013 – Coastal Bridge Advisors, LLC (“Coastal Bridge Advisors”), an independent wealth management firm with over $1.2 Billion in client assets, is expanding the depth of its team with the appointment of Jeff Fuhrman as its Chief Operating Officer and Chief Financial Officer. Fuhrman will join the Coastal Bridge Advisors …

Read moreCoastal Bridge Advisors Enhances Team with Addition of Jeff Fuhrman – New COO/CFO to help lead business as it pursues its next phase of growth

Wall Street Journal

Protecting Deferred Comp with Credit Default Swap

This client had been a senior executive at a Fortune 50 company. During that time, he’d socked $15 million into a nonqualified deferred compensation plan. Now, early in his retirement, he was concerned that the plan was not guaranteed. He was essentially an unsecured creditor of the corporation, and if the company went under, his …

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Coastal Bridge Advisors Surpasses $1 Billion in Client Assets – Firm Doubles in Size in Less than Five Years

WESTPORT, CT, May 8, 2013 – Coastal Bridge Advisors, an independent Registered Investment Advisory firm offering a full range of family office and wealth management services to families across the country, announced today that it has eclipsed $1 billion in client assets. Based in Westport, Connecticut, with an established presence in both Southern California and …

Read moreCoastal Bridge Advisors Surpasses $1 Billion in Client Assets – Firm Doubles in Size in Less than Five Years

RIABiz

How an ex-Merrill team broke free just under the BoA takeover wire and doubled its assets in four post-crash years

Brooke’s Note: It often makes news when a big Merrill Lynch team breaks away to freedom. But the timing of this breakaway is particularly notable as has been its trajectory and the creativity that LLBH d/b/a Coastal Bridge Advisors has brought to bear on behalf of its clients. A case in point: negotiating a credit default swap …

Read moreHow an ex-Merrill team broke free just under the BoA takeover wire and doubled its assets in four post-crash years

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