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.

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.