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.
Why 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 […]
How can excellent client service ensure transparency in your financial life?
Someone once told me, “If you’ve seen one family office, you’ve seen one family office.” That is how it should be; no two families need exactly the same thing. That’s why, at Coastal Bridge, we offer our clients customized family office services. Using what we call our virtual family office service model, we act as […]
