Case Studies

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.

Viewfinder

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.

Pier

Coastal Bridge Advisors builds non-correlated hedge funds to protect clients, beat the index

Two non-correlated hedge funds aim to complement existing investments and protect our clients during market turmoil.

New York City

Clearing a path: 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.

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.

Chart

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.

Time Piece Legacy

Preserve and Protect: How 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.

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.