Private Client Group Tax legislation, market volatility, and changing financial circumstances can have a material impact on wealth creation and preservation. Winged Keel's Private Client Group helps clients protect their wealth from mortality risk by designing, implementing, and administering large block life insurance portfolios.
Our clients generally use life insurance to achieve one or more of the following objectives:
- Funding estate tax liabilities
- Providing specific inheritances or charitable bequests
- Accumulating investment assets in a tax-efficient manner
Our clients are financially sophisticated business owners, private investors, senior public company executives, and dynastic families. We work as a member of a team of specialists organized by highly-respected professional advisors such as trust and estate attorneys, private bankers, trust companies, accounting firms, family offices, and private wealth managers. Unlike most life insurance brokerage firms, Winged Keel Group does not solicit clients for referrals.
Winged Keel Group has evolved to a fully developed, multi-generational professional partnership that provides stability and continuity throughout a client’s lifetime. In most cases, a life insurance portfolio will be one of the family’s longest held assets. With this in mind, we have worked relentlessly since our formation in 1989 to build the strength and depth that will allow us to administer life insurance portfolios for long periods of time. Today, the Winged Keel Group Client Relationship Managers range in age from their mid-20's to their late-50's.
Our focus and success have enabled us to increase our market differentiation relative to competitors who have similar intentions but are much less developed in terms of their infrastructure and ownership transition planning. In short, we have a long-term vision of the future and an operating platform and governance structure that allows us to serve clients for multiple generations.
