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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Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/