NEW YORK--(EON: Enhanced Online News)--Winged Keel Group (“Winged Keel”) today announced the recent opening of an office in San Francisco to service the growing demand for both Traditional Life Insurance and Private Placement Life Insurance and Annuities among family office clients.
“Our presence in the Bay Area has been expanding rapidly for several years now. The establishment of a San Francisco office enables us to better serve both our clients and their professional advisors, and it is an exciting next step in the continued growth of the firm.”
Aaron Abrahms and Eric Naison-Phillips, Principals who have both been with Winged Keel for 14 years, are responsible for the development of the firm’s West Coast presence and have been dividing their time between Winged Keel offices in New York and San Francisco. Winged Keel CEO, Michael Liebeskind commented, “Our presence in the Bay Area has been expanding rapidly for several years now. The establishment of a San Francisco office enables us to better serve both our clients and their professional advisors, and it is an exciting next step in the continued growth of the firm.”
Brian Gartner, who has been with Winged Keel since 2011, relocated to San Francisco approximately nine months ago and has been named Director of the Winged Keel San Francisco office. Brian said, “We are grateful for the reception Winged Keel has received from family offices and the professional advisor community. The San Francisco market is the center of the technology revolution that is transforming the global economy, and Winged Keel offers solutions that can create value both for clients who have had liquidity events as well as for clients whose wealth is still highly concentrated.” Brian will be joined by additional members of the Winged Keel team. The office is located at 555 California St., San Francisco, CA 94104.
About Winged Keel Group
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York and San Francisco, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. For more information on Winged Keel Group, please visit www.wingedkeel.com.