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Coastal Bridge Advisors Overview
Type
Family Office - Multi
Year Founded
2008
General Information
Coastal Bridge Advisors is a multi-family office headquartered in Westport. Founded in 2008 by former Merrill Lynch advisors Kevin Burns, Jim Pratt-Heaney and Bill Loftus, the firm originated from the partners’ established wealth-management practices and focuses on serving affluent families nationwide. It provides comprehensive investment advisory, financial planning and concierge family-office services, leveraging its Virtual Family Office model to integrate tax, estate and philanthropic planning with portfolio management.
Contact Information
Website:
Website:
http://www.coastalbridgeadvisors.com
Year Founded:
2008
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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