Built by experience. Evolving with innovation. Private Wealth Management
At Coastal Partners, we have decades of experience delivering customized investment and risk management advice. Our Private Wealth Practice offers an invaluable combination of market insight, planning acumen and uncompromising service. With access to deep global resources and solutions across all of UBS, we are passionate about helping our clients—sophisticated families, entrepreneurs and private foundations—grow and preserve the success they’ve achieved.
Today, our team is evolving. Though our advice continues to be grounded in a strong commitment to the fundamentals of prudent portfolio management, we’ve never been better positioned to embrace innovation and the opportunities that enable us to serve you better. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will not only provide you with the financial stewardship your wealth deserves, but also with the freedom to focus on your life and those who matter most.
Coastal Partners
954-527-6339
855-887-7714
401 East Las Olas Blvd
Suite 2300 - Las Olas Centre
Ft. Lauderdale, FL 33301
Chris Pendrak has been recognized as an industry leader
- Forbes America's Top Next Generation Wealth Advisors, 2018
Monetizing your business
Pre-liquidity planning is key to a successful exit
We understand that when it comes to the business you’ve personally built, you’re going to be invested at every level. The decision to step away isn’t easy. From our experience working closely with business owners at varying stages of the selling process, it is never too early to begin preparing for the transition. The training and organizational structures, documentation of procedures and legal issues all take time and a clear and personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale.
Investing viewed through a planning lens
Our advice is straightforward and aligned with your goals
As a team, each of us has lived though and invested in a range of market environments. Because an important part of any wealth management process is having knowledgeable, active investment manager oversight, we view each allocation we recommend through your unique plan. Whether it’s a strategy for current income, your heirs or a post-divorce settlement, we are always guided by your goals, your time horizon and the existing or changing circumstances of your life.
Guiding private endowments toward their funding goals
Accountability and fiduciary responsibility shape our approach
We believe one of the greatest concerns facing private foundations is insufficient funding to achieve their mission. We focus on building portfolios that seek to support your foundation‘s short- and long-term spending needs. Our team can work with you to create a highly customized investment approach aligned with your foundation’s mission, spending policy, risk tolerance, liquidity needs and fiduciary responsibilities.