Philanthropic Planning

Charitable giving is a very personal matter and we help our clients crystallize their vision, by offering assistance with grant-making, Donor-Advised Fund and foundation consulting, endowment consulting and compliance and succession planning.

Preserve and Protect: How LLBH d/b/a 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.

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Coastal Bridge Advisors has been named the Best Private Wealth Manager Under $5B by Private Asset Management

Learn More >https://www.coastalbridgeadvisors.com/coastal-bridge-advisors-wins-prominent-industry-award-for-best-private-wealth-manager-under-5b-2/