Risk Management & Asset Protection

While the range of risks present in today’s world is great, the primary risks for wealthy families are typically grouped into business liability, personal liability, risks to assets and health care risks. Our comprehensive approach to identify and assess potential threats to your family’s wealth is based upon the goals and objectives that we’ve developed for you.

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.