About Us

The Coyle Company leads in providing effective financial solutions to the numerous challenges faced by ultra high-net-worth families.

Over more than four decades, The Coyle Company has become a trusted partner to our clients.

Clients choose The Coyle Company because of our ability to listen to their needs and respond with creative solutions. Our ongoing service and administration post-implementation, combined with our succession plan helps ensure a long-term relationship with our clients.

About Us

The Coyle Company leads in providing effective financial solutions to the numerous challenges faced by ultra high-net-worth families.

Over more than four decades, The Coyle Company has become a trusted partner to our clients.

Clients choose The Coyle Company because of our ability to listen to their needs and respond with creative solutions. Our ongoing service and administration post-implementation, combined with our succession plan helps ensure a long-term relationship with our clients.

Our History

Highly Regarded by Clients and Advisors Alike

MORE KNOWLEDGEABLE

Our deeper knowledge of products, compliance and tax issues enables us to provide more innovative solutions to meet a myriad of client needs and answer any questions or concerns quickly and thoroughly.

MORE EXPERIENCED

Clients enjoy the benefits of working with our team of specialists who have dedicated many years to solving complex estate planning needs while perfecting the art of service and relationship management.

MORE PROFESSIONAL

We pride ourselves on our professionalism and attention to detail. Each client and advisor is given our undivided attention, respect and confidentiality throughout the entire lifetime of the relationship.

Learn more about our innovative life insurance solutions and the approach to estate planning.

Learn more about our innovative life insurance solutions and the approach to estate planning.