A Commitment to Quality and Integrity
Our service mission is to continually exceed our clients’ expectations—and we strive for that day in and day out. The Coyle Company is known and respected as an industry leader when it comes to client-focused service. With a professional team and a singular focus on generational wealth planning for the ultra-affluent, we have the extensive skills and deep resources needed to provide consistent, exceptional service to our clients.
Providing service and administrative excellence for the long-run, including ongoing oversight, monitoring and compliance
Providing service and administrative excellence for the long-run, including ongoing oversight, monitoring and compliance
Helping clients understand their options by presenting customized, practical solutions.
Helping clients understand their options by presenting customized, practical solutions.
Presenting information consistently, clearly, and in terms you prefer.
Presenting information consistently, clearly, and in terms you prefer.
Delivering proactive service for our exclusive client base to meet their individual needs.
Delivering proactive service for our exclusive client base to meet their individual needs.
Share relevant tax law and industry updates that may affect estate or insurance plans.
Share relevant tax law and industry updates that may affect estate or insurance plans.
Real Results for Real Families
Whether safeguarding a private business, funding future estate tax liability, assisting in equalizing family assets, or working to fulfill their philanthropic goals, we have helped more than 170 families with preserving their legacy and assisting them with their wealth distribution goals.
Real Results for Real Families
Whether clients need to safeguard a family business, fund future estate tax liability, establish intra-family equalization or fulfill philanthropic goals, we have helped more than 155 families preserve their legacy and achieve their wealth distribution goals.
Family Business Planning
Family Business Planning
We help clients keep businesses in the family and equalize among heirs
See how a real client secured the ability to pass her business to her children while meeting liquidity needs.
Philanthropic Pursuits
Philanthropic Pursuits
We help clients fulfill their desire to gift to charities of their choosing
Learn how a couple was able to secure a financial future for their children while giving generously to others
Ensure Liquidity Needs
Ensure Liquidity Needs
We restructure existing insurance portfolios to meet new needs and goals
After their business value quadrupled, we helped a family restructure their portfolio to allow for greater flexibility and liquidity
Family Business Planning
Family Business Planning
We help clients keep businesses in the family and equalize among heirs
See how a real client secured the ability to pass her business to her children while meeting liquidity needs.
Philanthropic Pursuits
Philanthropic Pursuits
We help clients fulfill their desire to gift to charities of their choosing
Learn how a couple was able to secure a financial future for their children while giving generously to others
Ensure Liquidity Needs
Ensure Liquidity Needs
We restructure existing insurance portfolios to meet new needs and goals
After their business value quadrupled, we helped a family restructure their portfolio to allow for greater flexibility and liquidity
For Advisors
Over the past 40 years, we have demonstrated our ability to establish true partnerships with our advisors through our commitment to service and extensive knowledge.
The complexity of generational wealth planning for the ultra-affluent often demands a team-based approach. That is why we operate with a spirit of collaboration with the advisory team which includes wealth managers, legal and tax advisors. We assure that your client will have an exceptional experience with The Coyle Company and that we will work with you every step of the way.
For Advisors
Over the past 40 years, we have demonstrated our ability to establish true partnerships with our advisors through our commitment to service and extensive knowledge.
The complexity of generational wealth planning for the ultra-affluent often demands a team-based approach. That is why we operate with a spirit of collaboration with the advisory team which includes wealth managers, legal and tax advisors. We assure that your client will have an exceptional experience with The Coyle Company and that we will work with you every step of the way.