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, Calif., Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.
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 […]
What is the main mission of Save the Children, and what is your firm’s involvement?
Bill Loftus works as the volunteer chairman of the advisors council to Save the Children (SC), an organization which currently serves 185 million children in more than 120 countries worldwide. In this role, Loftus serves as an ambassador for the organization, focusing on potential donors and volunteers. As a financial advisor, he also provides valuable […]
