Lecturer; Principal, Winged Keel Group
Aaron Abrahms is a Principal at Winged Keel Group where he works with clients on the development of large block life insurance portfolios and on the various applications of Private Placement products. He routinely helps clients utilize Traditional Life Insurance products to finance estate taxes and/or use Private Placement Life Insurance and Annuities to shield investment returns from current period taxation.
Aaron works with families throughout the U.S. and divides time between the firm's New York and San Francisco offices. He has taken a leadership role with a number of Winged Keel’s key institutional and Family Office relationships. He is a member of the Association for Advanced Life Underwriting (AALU) and has been a featured speaker at insurance industry and Family Office events.
Aaron earned his M.B.A. in Finance with Distinction from Columbia Business School. He graduated with a B.A., Cum Laude, from the University of Pennsylvania and was an Academic All-American in Ski Racing.
An active parent of three with his wife, Aaron enjoys golf, skiing, and traveling with his family in his free time.
- M.B.A., Columbia University
- B.A., University of Pennsylvania
In the News
Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms
by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program