Adding value to our clients’ lives is our absolute priority. We are here to assist and support every step of the way. The following case studies describe the implementation and potential outcomes of creative strategies.
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.
Two non-correlated hedge funds aim to complement existing investments and protect our clients during market turmoil.
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.
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.
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.