Joel Koenig is a true renaissance man. He’s an author, lecturer, financial planning consultant, entrepreneur and philanthropist.
As an undergraduate, he studied economics, finance and fine arts at the University of Michigan in Ann Arbor, Mich. He did graduate work in taxation at the Stern School at New York University. Joel is a chartered advisor in philanthropy (CAP), an accredited estate planner (AEP) and a chartered life underwriter (CLU).
His business career, spanning over 30 years, centered on non-qualified executive benefits with the Management Compensation Group Inc. (MCG) and The Todd Organization Inc. He also owned a pension consulting firm, DCP Administrators, Inc. Recently, he and certified financial planner (CFP) Simon Singer, another visionary, formed The Institute for Wealth Planning.
Joel has lectured on philanthropy and the advanced uses of life insurance in qualified plans, non-qualified plans and split dollar, at the Association for Advanced Life Underwriting (AALU), five estate planning councils and the international forum main platforms. He’s an author and contributing editor for Trusts & Estates magazine, the American College, Keeping Current and the AALU.
His consulting firms, The Koenig Group and the Institute for Wealth Planning, both assist high income and ultra-high-net-worth clients and their tax and legal advisors. The Koenig Group is a registered investment advisor that doesn’t manage money.
Joel is considered a “futurist” with a keen eye—similar to professional hockey player Wayne Gretzky—because like Wayne, Joel’s always where the "puck is going."
