In addition to managing traditional assets, Coastwise has experience and expertise in facilitating, advising, and valuing alternative assets that complement many of our clients’ portfolios including:
- Real Estate (Transactions, Valuations, Cash Flow Analysis)
- Private Equity (Merits of Investment, Valuation, Deal Structure, Terms Negotiations)
- Alternative Investment Analysis (Fund Due Diligence, Manager Research, Valuation Analysis)
- Digital Assets (Cryptocurrency Companies, ETFs, Platforms, Coins)
- Liquidity (Disposition of Business/Investment by Way of Private Sale, IPO, or Strategic Partnership)
- Options (RSOs, RSUs, Option Grands, Hedging Downside, Income Generation, Concentrated Positions)
To receive additional information about our options strategies, please fill out the form below.
