Why We’re Different

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.

How we work with our clients – a ‘Virtual Family Office’ service offering

Our Value Proposition

Intimate Knowledge of Our Clients

At Coastal Bridge Advisors, we strive to gain a comprehensive and deep understanding of our clients including their motivations, objectives and desires. Armed with this information, we are in a position to help our clients achieve financial well-being and attain a greater sense of personal fulfillment.

Advice Delivery Coordination

We understand the challenges our clients face dealing with an array of attorneys, accountants, insurers and other family advisors each offering solutions for various issues and needs. Managing these complex relationships is not easy and often times is overwhelming. However, Coastal Bridge Advisors prides itself on its ability to organize all the advisory elements in a coordinated manner and ensure that the advice our clients receive is clear, constant and in the best interest of the family or individual.

High Staff-to-Client Ratio

Delivering superior client service is essential to our firm’s mission. In fact, we maintain a significant number of staff members relative to the number of clients we service. Consequently, we not only are able to provide prompt, exceptional care, but also we can anticipate and fulfill client needs because of our close and personal relationships with our clients.

Independence and Objectivity

As an independent Registered Investment Advisor, Coastal Bridge Advisors acts as a fiduciary.  We have a legal and ethical obligation above all to serve our clients’ interests. Accordingly, we do not offer any proprietary products. In addition, we operate under an open architecture and provide transparency in our investment decisions and fee structure. In short, our goals are aligned with those of our clients.

Clearing a path: LLBH d/b/a Coastal Bridge Advisors negotiations allow client to take immediate tax deduction

Our board negotiations and philanthropic planning expertise allowed a client to take an immediate and substantial tax deduction.

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Speed and Execution: How a $10 million property was purchased in seven days

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.

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