For more than three decades, Daphne Boyle has dedicated her career to serving ultra-high-net-worth, multi-generational families as a trusted steward of enduring wealth.
As Co-Owner and Senior Partner of Morris & Boyle Insurance Agency, Daphne works closely with families, family offices, and their advisory teams to design, implement, and oversee complex insurance structures that provide estate liquidity, protect closely held enterprises, support philanthropic intent, and reinforce long-term wealth continuity.
Her approach brings clarity and discipline to succession planning and evolving tax environments, ensuring that each strategy aligns with a family’s broader governance framework and long-term objectives. The relationships she advises often span multiple generations — reflecting a practice built on trust, thoughtful collaboration, and enduring partnership.
Daphne is a member of M Financial Group and serves on the Board of Finseca. She is a Former Qualifying Member of the Million Dollar Round Table (MDRT) and holds the CLTC® and CEPA® designations.
Based in Northern California, Daphne enjoys gardening, traveling, and spending time with family — often accompanied by her beloved French Bulldog. She actively supports the ALS TDI Foundation, the American Cancer Society, The Kelly Brush Foundation, and the Boys & Girls Clubs of America.
“Structuring, implementing, and managing insurance portfolios is the foundation of our work — but enduring impact is achieved when families and their advisors align with clarity and intention.
That belief is the essence of The Wisdom of We®.
Licenses & Registrations: California Life and Health License (CA Insurance License #0B49885) FINRA Series 6 and 63 securities registrations