Winged Keel acquires MBW Group

Winged Keel Group  has acquired MBW Group and opened a Minneapolis office as part of its continued national expansion in the high-net-worth life insurance space.

Founded in 1975, MBW Group brings five decades of experience in wealth transfer and business succession planning for ultra-affluent families and business owners. The office will be led by Principals Jeffery W. Bird and David A. Wischmeier, both former attorneys with deep expertise in structuring complex life insurance solutions. This marks Winged Keel’s second acquisition this summer as it strengthens its position as a national platform for high-end life insurance planning.

“MBW Group has a longstanding history of serving the unique needs of the ultra-high net worth community in Minneapolis and the Midwest. We have had a long relationship with Jeff and David, and we believe they are the perfect partners to support the growth of Winged Keel’s premier national platform for high-end life insurance. Jeff, David, and their team share our core values of serving clients with best-in-class solutions with the highest level of integrity. Their extensive product knowledge will continue to support the sophisticated clients, family offices, and professional advisors in the community. We are delighted to welcome them to the Winged Keel team. We continue to see how Winged Keel serves as an attractive platform for successful insurance entrepreneurs, to grow their business and team, while enabling them to expand their product offering, and deliver an industry leading service platform to their clients and advisors.” – Winged Keel CEO Eric Naison-Phillips.