Coyle & Company
Coyle & Company, located in Holbrook, NY, specializes in generational wealth planning, focusing on protecting and preserving the assets of ultra-affluent families. With nearly four decades of experience, they design and manage sophisticated life insurance portfolios tailored to meet the unique distribution needs of their clients.
The firm emphasizes a client-centric approach, building trust through a comprehensive service model and a proprietary client management system. Since its founding in 1981, Coyle & Company has safeguarded the estates of over 170 families, leveraging tax advantages to create tax-free assets and significantly reduce potential tax burdens.
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