Coastal Bridge Advisors is an independent registered investment advisor offering a full range of wealth-management services. Often referred to as a “virtual family office,” Coastal Bridge strives to bring clarity and control to the financial lives of its clientele by delivering customized personal and business solutions. From its offices in Westport, Conn., and Los Angeles, Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.
Written Stories
View AllWhat’s the difference between a human adviser and a robo-adviser?
"Robo-adviser technologies are designed to offer a scalable solution to a significant number of simultaneous users."
By Sarah K. Simon
December 18, 2018What 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 […]
By Bill Loftus
May 22, 2018Why would you set up a family office yourself when others can do it for you, and more efficiently?
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 […]
By Emily Clare Fenn
February 28, 2018Is it time to leave your current advisor?
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 or her own? This […]
By Michael Kazakewich
October 31, 2017Newsletter Subscriptions
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