Adding value to our clients’ lives is our absolute priority. We are here to assist and support every step of the way. The following case studies describe the implementation and potential outcomes of creative strategies.

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

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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Preserve and Protect: How Coastal Bridge Advisors kept our client’s wealth safe from exposure

Preserve and Protect: How Coastal Bridge Advisors kept our client’s wealth safe from exposure

Our creative problem solving allowed a former Fortune 100 president to preserve his wealth while unforeseen challenges threatened the company holding his deferred-compensation plan.

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Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions

Coastal Bridge Advisors connects clients with catastrophe bonds available only to large institutions

Faced with the prospect of rising interest rates, clients with traditional fixed income investments received previously unavailable access to help maintain wealth

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Discipline and Process: How our client emerged from the dot-com crash unscathed

Discipline and Process: How our client emerged from the dot-com crash unscathed

Telecommunication stocks plummeted when the dot-com bubble burst. However, timely portfolio reallocation saved our client from losses during the crash.

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Clearing a path: Coastal Bridge Advisors negotiations allow client to take immediate tax deduction

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

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.

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Foresight saves clients from collapse of auction rate securities market

Foresight saves clients from collapse of auction rate securities market

Before 2008’s auction rate market failures, Coastal Bridge Advisors guided clients to safety and helped them avoid the market’s implosion.

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IMPORTANT DISCLAIMER:

These case studies are provided for illustrative purposes only to provide an example of the Firm’s process and methodology. Past performance is no guarantee of future results. The results portrayed in these case studies are not representative of all of the Firm’s clients or the clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. Therefore, it should not be assumed that the future results of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Firm) will be profitable or equal the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances and there can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of these case studies is to be interpreted as a testimonial or endorsement of the Firm’s investment advisory services and it is not known whether the clients referenced approve of the Firm or its services. The information contained herein should not be construed as personalized investment advice. Please contact us for additional information with respect to the strategies and/or investments described herein.