Trust, Estate & Legacy Planning

Careful planning can help to ensure your assets are efficiently passed from one generation to the next. We provide close personal attention to help you achieve maximum value with minimum burden on your heirs through the valuation and distribution of your assets, succession planning, fiduciary income tax preparation, trust administration, charitable trusts, foundations and estate settlement.

LLBH d/b/a Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions

Clients were granted access to catastrophe bonds previously accessible only to large institutions in a unique approach implemented by LLBH d/b/a Coastal Bridge Advisors.

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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/