Corporate Services

We develop strategies for our clients who hold restricted and control securities and concentrated positions. To help these corporate executives and business owners accomplish their personal wealth management goals, we facilitate the sale and purchase of securities under Rule 10b5-1 plans, collateral loans, sales of Rule 144, 145 and shelf-registered securities, employee stock options and corporate repurchases.

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.


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.