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 the 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 clients need to protect 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.

Real Results for Real Families

Whether clients need to protect 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.

LEARN MORE

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

LEARN MORE

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

LEARN MORE

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.

LEARN MORE

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

LEARN MORE

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

LEARN MORE

For Advisors

In our most recent Brand Study, we were rated higher than the competition when it came to service, knowledge, and our ability to establish true partnerships with advisors.

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

In our most recent Brand Study, advisors rated us higher than the competition when it came to service, knowledge and our ability to establish true partnerships with advisors.

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.

Learn more about our innovative life insurance
solutions and our approach to estate planning that
assures results for clients and advisors alike.

Learn more about our innovative life insurance solutions and our approach to estate planning that assures results for clients and advisors alike.