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.


Coastal Bridge Advisors builds non-correlated hedge funds to protect clients, beat the index

Two non-correlated hedge funds aim to complement existing investments and protect our clients during market turmoil.


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.