Develop a deep understanding of each client’s wealth, family priorities, and estate and business planning needs.
Evaluate how estate and income taxes may affect long-term wealth preservation and the transfer of assets across generations.
Work closely with clients and their trusted advisors to thoughtfully design and model life insurance strategies that support and enhance broader planning objectives.
Focus on preserving wealth and creating flexibility to transfer assets in a way that reflects each client’s intentions, values, and long-term vision.
Structure planning solutions to support long-term objectives without compromising the lifestyle clients value today.
We work with ultra-affluent families, individuals, and business owners navigating complex estate, business, and wealth transfer planning needs. Our comprehensive modeling approach allows clients and their advisors to better understand how complex planning decisions may impact long-term wealth preservation, family dynamics, and multi-generational transfer strategies. Representative client relationships include:
Helped a couple with substantial investment assets and significant private equity holdings create tax-efficient liquidity through trust-owned survivorship life insurance as their estate value continued to grow.
Advised three Partners on restructuring the funding of a buy-sell agreement to improve liquidity and reduce estate tax exposure following a Supreme Court ruling affecting company-owned life insurance.
Developed and implemented a private placement life insurance (PPLI) strategy for a business owner following a major liquidity event, providing tax-efficient access to alternative investments and greater flexibility for future planning.
For more than 40 years, The Coyle Company has built lasting relationships with advisors through a combination of industry-leading experience, responsive service, and a deeply collaborative approach. We believe the most effective planning outcomes are achieved when trusted advisors work together with a shared understanding of each client’s goals and priorities.
Advanced life insurance planning for ultra-affluent families often involves multiple disciplines and complex considerations. We work closely with wealth managers, attorneys, accountants, and other trusted professionals to help ensure every aspect of a client’s planning remains coordinated and aligned. From initial strategy discussions through implementation and ongoing oversight, we prioritize clear communication, thoughtful collaboration, and a seamless advisory experience—providing clients and advisors with confidence at every stage of the planning process.