Caroline B. McKay, JD, LLM (Tax), AEP^®

Caroline is Head of Advanced Planning at The Coyle Company, where she delivers life insurance knowledge and advanced estate planning solutions to ultra-high-net-worth individuals and families. Drawing on her legal background and advanced tax education, Caroline is widely recognized for her deep specialization in insurance planning, wealth transfer strategies, and tax-efficient solutions. Caroline also focuses on developing and supporting advisor relationships within the ultra-affluent estate planning community. A frequent speaker and published author on estate and tax planning, she is valued for her ability to simplify complex topics.

Previously, Caroline was a Senior Wealth Strategist at CIBC Private Wealth, collaborating with clients and their advisors on estate, tax, and philanthropic planning. She also served as Assistant Vice President and Head of the Advanced Markets at John Hancock Life Insurance, supporting insurance professionals, financial advisors, CPAs, and attorneys nationwide on a wide range of advanced tax, business, and estate planning strategies.

Caroline is the Vice Chair of the YWCA Darien/Norwalk Board of Directors, a board member of the Estate Planning Council of New York City, and a co-editor at Trust & Estates Magazine. She enjoys traveling, skiing, and spending time with family and friends. Caroline lives in Darien, CT with her husband and two boys.