IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.

Active Tax Management

Achieving the maximum tax efficiency is critical to preserving your wealth. We work closely with tax advisors to minimize your tax liabilities, while also diversifying your investments and ensuring your assets are managed in the most tax efficient manner.

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.