Explore Our Private Client Experience
We specialize in providing advisory services to C-Level Executives, Entrepreneurs, Business Owners, Partners, High-Net-Worth and Multi-Generational Families, crafting strategies that are tailored to each client's unique financial goals.
Let us be your trusted partner, guiding you on your journey to financial success.
Does Your Portfolio Capture Your Entire Financial Picture?
We Think It Should.
The Coastal Financial team has tailored specialized processes to serve both high net worth clients and their advisors. Our Private Client Experience offering includes key areas of focus to ensure a comprehensive, personalized approach to wealth management.
Philanthropy
Clients of all income backgrounds value charitable giving. We collaborate with you to craft a philanthropic strategy tailored to your objectives and passions.
Family Foundations
Family foundations are a popular way for families to have a lasting, positive impact on the world. The causes your family supports reflect the values of each generation, and involving multiple generations in the conversation ensures these values and stories are passed on.
Legacy Building
Your legacy is more than financial wealth. Before you pass on, let us help you create a legacy plan that ensures your memory lives on. We provide guidance and support to ensure your family is prepared to receive your wealth and understand what it means to them and the family.
Concentrated Stock Positions
At Coastal Financial, we strive to optimize concentrated equity positions, protect against declines in value, enhance returns, and diversify while minimizing tax impact. We strive to protect single stock positions and generate liquidity, considering risk, taxes, and restrictions. We propose strategies, like investing in qualified opportunity zone funds or harvesting capital losses, to reduce taxes associated with diversification. We evaluate the benefits and risks of holding concentrated stock positions, ensuring a balance between client values and sensible financial planning.
Selling a Business
We help manage the complexities of owning, operating, and selling a business, offering corporate structure planning, financial statement review, retirement plan advice and exit strategies. We also provide guidance on the investment of retirement plans and business sale proceeds to secure your income and overall wealth goals.
Divesting of Real Estate Holdings
Our advisors and cooperating tax professionals can evaluate the costs, benefits, and tax liabilities of buying or selling property. This includes personal, vacation or business property as well as the various financing considerations involved.
Multi-Generational Planning
We proudly serves multi-generational families, from first to fourth generations. We understand the complexities of wealth transfer and the importance of communication, no matter the age. We collaborate with your estate planning attorney and provide the guidance you need when involving children and parents in your financial planning.
The Exclusive Coastal Financial Ecosystem
An Unparalleled Network of People, Connections, Private Opportunities and Dedicated Service Providers.
