Your Generational Wealth Planning Specialists
The Coyle Company Team is known by clients and advisors as consistently delivering innovative solutions to meet the wealth distribution goals of ultra-affluent families with the utmost level of professionalism, experience and knowledge.
Our full-time, professional team is based in Boston and represents more than 150 years of combined experience in life insurance, estate planning, financial services and client relationship management. We have the knowledge, technical experience, resources, skills, and staff to provide exceptional service – which has differentiated us over the last four decades.
Your Generational Wealth Planning Specialists
The Coyle Company Team is known by clients and advisors as consistently delivering innovative solutions to meet the wealth distribution goals of ultra-affluent families with the utmost level of professionalism, experience and knowledge.
Our full-time, professional team is based in Boston and represents more than 150 years of combined experience in life insurance, estate planning, financial services and client relationship management. We have the knowledge, technical experience, resources, skills, and staff to provide exceptional service – which has differentiated us over the last four decades.
Our Guiding Principles
Honesty and Integrity
We are committed to providing the highest level of professionalism. Honesty and integrity are core values that are demonstrated in everything that we do.
Minimize Risk
We follow a conservative, yet sophisticated approach to estate planning designed to minimize risks and produce the return with the least amount of risk.
Protect Your Privacy
We zealously guard your privacy in all our dealings within both industry and community. Our clients are prominent individuals and business leaders, who have full confidence in our discretion.
Exceptional Service
We consciously limit the number of new clients we accept. This allows us to provide the time and effort that our clients expect and deserve.
A Spirit of Collaboration
We work in close consultation with our clients’ legal and financial advisors, becoming an integral part of the client’s advisory team. In this manner, we help ensure that our client’s estate plans are seamlessly integrated into their broader financial picture.
Average Years Experience
We have an average of more than 15 years experience, with many having more than 20 years working with ultra-high-net-worth families.
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Associate to Client Ratio
By intentionally limiting the number of new clients we take on each year, we help ensure a higher level of service and attention.
Team Members
Clients benefit from a large, dedicated team focused exclusively on delivering innovative solutions to complex wealth distribution needs and wishes.