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Representative
Projects
High Net-Worth
Entrepreneur – For the principal of a
fast-growing, newly public company, we coordinated a team of
advisors including attorneys, tax accountants, a trust company,
and Winged Keel Group to help the entrepreneur achieve his personal financial
goals. These goals included securing his retirement income,
minimizing his income tax and estate tax burden, and providing
a secure future for his family. A comprehensive approach
resulted in a plan that helped to ensure his future income, saved him
over $10,000,000 in estate taxes, helped to provide for his family, and
established a significant charitable endowment. Strategies
included: using a family limited partnership for his business
interests (transferring assets to his children at the least
possible value while still retaining full control), a qualified
personal residence trust, as well as life insurance owned by an
irrevocable life insurance trust.
Private Equity Principal
– A Senior Partner of a major international LBO firm asked
Winged Keel Group to review and assess
the costs and benefits of exchanging a block of under performing
trust-owned traditional life insurance policies for new coverage. Winged Keel
Group prepared a critical
financial analysis of the carriers involved, a review of competitive
dividend histories, and projections of future results based
on historical norms. The result was retention of a major block
of the existing coverage and a tax-free exchange of the balance
to a portfolio of separate account (variable) life insurance
policies diversified among three highly rated carriers.
Selective Executive
Benefits
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