Coastal Bridge Advisors was established to provide discerning individuals and families with sophisticated advice and highly personalized service. Combining the expertise, discipline and knowledge of the principals and their extensive industry experience with the capabilities of a boutique firm, we are able to cultivate and expand productive client relationships with strategies that span generations and markets.
Our board negotiations and philanthropic planning expertise allowed a client to take an immediate and substantial tax deduction.
A multi-million dollar real estate purchase brings its own unique set of challenges. Moreover, a tight deadline during the holidays required an immediate response and an innovative use of resources.