Alternative Strategies

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. 

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