Resources

Edition 22

At Coastal Bridge Advisors, we combine our extensive financial expertise with an intimate knowledge of our clients. We offer a comprehensive suite of services and are committed to building client relationships and strategies that transcend market-driven barriers.

In the following essays, various team members from Coastal Bridge Advisors provide insights into how we operate and best serve our clients.  Published exclusively in Worth magazine, these articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.

What should I know about Qualified Small Business Stock?

The Qualified Small Business Stock (QSBS) exemption, outlined in Section 1202 of the Internal Revenue Code, provides one of the most beneficial capital gains tax benefits in federal income tax law. Yet, in our experience, too few take advantage of it. That’s unfortunate, because the exemption gives entrepreneurs and investors a way to sell stock …

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Why would you set up a family office yourself when others can do it for you, and more efficiently?

By: Emily Clare Fenn No manual exists on how to set up a family office. Considering that each family’s circumstances and needs are unique, this stands to reason. However, while the makeup and operations of individual family offices may be different, they have one thing in common: Setting up and maintaining a bespoke set of services is often expensive and very inefficient. Like many …

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Is it time to leave your current advisor?

By: Michael Kazakewich A songwriter once penned the lyrics “Breaking up is hard to do,” to describe a romantic split.  Breaking up with your financial advisor can be just as difficult. So, how do you know when it’s time to leave your advisor behind? First and foremost, does this person put your interests above his …

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Why is cybersecurity important, and what steps should an advisory firm take to ensure that clients have it?

By: Liz Perez There is little doubt technology has had a positive effect on the lives of countless people worldwide. However, technology also has its dark side: Cybercrime itself may well be the single most profitable criminal endeavor of all time. The numbers of individuals and businesses impacted by digital attacks and data breaches are …

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Why does planning precede asset allocation and manager selection when constructing a client portfolio?

By: Michael Kazakewich Landmark studies have shown asset allocation to be the single biggest contributor to the overall performance of a portfolio.  More meaningful than security selection or market timing, asset allocation has the potential to affect a client’s net worth in the most significant way.  In choosing a variety of different asset classes and …

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The Next Twenty Five

To celebrate its first quarter century. Worth asked 25 leaders in fields ranging from healthcare to finance to travel what the coming 25 years will hold. Here are the predictions. See Founding Partner, Bill Loftus, quoted on page four of the PDF version: THE NEXT TWENTY FIVE

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What is the standard of care I should expect of my advisor?

By: Jeff Fuhrman The complexities of the financial services industry are well documented. That’s why many investors navigate a path to financial well-being by seeking the services of a financial advisor. However, even the most sophisticated among us can have a difficult time choosing an advisor we trust, one who has our best interests in …

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What role does compliance play with registered investment firms, and why is it important to you?

“What role does compliance play with registered investment firms, and why is it important to you?” By: Jim Pratt-Heaney Registered Investment Advisors have a fiduciary duty to their clients. This means that they have a fundamental obligation to act and provide investment advice in their clients’ best interest. For SEC-registered firms, the Commission dictates that …

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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/