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’s the difference between a human adviser and a robo-adviser?
The buzz surrounding robo-adviser platforms has led some observers to debate the merits of human advisors over their artificial counterparts. Robo-advisers, after all, provide automated investment-management services and, buoyed by an extended bull market, have grown in notoriety. Certainly, we see the important and fundamental purpose that technology plays in the delivery of value-added services to […]
How can my advisor help me organize a successful family meeting?
Families gather for many reasons, such as to celebrate birthdays and holidays, weddings and reunions; they come together for special events or merely “just because.” Less frequent, but arguably even more important, is the occasion to come together for a designated meeting to discuss family finances. Many of the families we work with at Coastal […]
