Individuals and Families

Whether for tax and estate planning, lifestyle requirements, family business issues, entrepreneurial needs, next-generation education or philanthropy, Coastal Bridge Advisors is at your service to identify and implement the most effective strategies for you and/or your family.

The Virtual Family Office is a service model that Coastal Bridge Advisors developed to offer a full complement of services for our clients, including long-range financial planning, portfolio and investment management, tax advice, trust and estate planning, concentrated stock hedging, lending, cash management and alternative investment due diligence. This collaborative approach provides clarity and control for our clients, while developing and executing strategies which positively impact their financial well-being.

Coastal Bridge Advisors Process

All our client relationships begin with a comprehensive process to understand your personal and financial goals as well as your expectations.  Armed with this information, we are able to develop a highly personalized financial plan with appropriate recommendations that help you accomplish your goals and objectives.