The name of the firm was inspired by the America's Cup Yacht Race of 1983.   Contested for over 140 years, the America's Cup is the oldest continuous competition in sport.   The 1983 race marked the first time that the challenger had won the cup since the contest began over a century ago.   The key to victory was the development of a "winged keel," which allowed the challenging yacht to move faster through the water without sacrificing the stability for which the keel is essential.   Sophisticated observers were able to "look beneath the surface" to recognize the significance and value of this innovation.

In a similar manner, Winged Keel Group believes that what is "beneath the surface" matters in the ultra-affluent life insurance market, and we have invested continuously over the years to develop the infrastructure required to deliver the highest quality services to our clients.   We invite clients and their professional advisors to look beneath the surface, and we believe that the deeper they look, the more confident they will become in our capacity to live up to their highest expectations.

Core Values

There are a number of core values that guide our strategic thinking, our relationships, and our day-to-day behavior:

• Living up to promises and expectations
• Consistent high quality work
• Alignment
• Value for Value Created
• Winged Keel Ideal:   what's beneath the surface matters
• Meritocracy

Privacy Statement