Karl Feitelberg | Official Profile on The Marque

Karl Feitelberg’s Biography

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Karl Feitelberg is the Founder & Chief Executive Officer of Sterling Resources, Ltd. and Sterling Resources International of Bermuda, Ltd and a licensed Insurance Advisor.

Karl oversees all areas involving specialized life insurance services with a distinct focus on wealth transfer and accumulation strategies for UHNW families as well as family enterprise succession and estate planning. Sterling serves regional, national and international clients and specializes in estate planning strategies with an aim to provide liquidity and to reduce gift, estate and generational taxation.

With more than four decades of experience and a business model deeply embedded in core family principles and values, the success of Sterling is a testament to Karl’s grandfather’s entrepreneurial spirit that initiated the Feitelberg legacy in the insurance industry over 100 years ago. As a youth, and throughout his career, Karl has been fortunate to travel extensively and has been exposed to many cultures. These experiences aided him in developing an exceptional focus and understanding of individual client... Karl Feitelberg is the Founder & Chief Executive Officer of Sterling Resources, Ltd. and Sterling Resources International of Bermuda, Ltd and a licensed Insurance Advisor.

Karl oversees all areas involving specialized life insurance services with a distinct focus on wealth transfer and accumulation strategies for UHNW families as well as family enterprise succession and estate planning. Sterling serves regional, national and international clients and specializes in estate planning strategies with an aim to provide liquidity and to reduce gift, estate and generational taxation.

With more than four decades of experience and a business model deeply embedded in core family principles and values, the success of Sterling is a testament to Karl’s grandfather’s entrepreneurial spirit that initiated the Feitelberg legacy in the insurance industry over 100 years ago. As a youth, and throughout his career, Karl has been fortunate to travel extensively and has been exposed to many cultures. These experiences aided him in developing an exceptional focus and understanding of individual client needs and a sincere commitment to providing ongoing service to his clients.

The firm also advocates and advises clients and prospective clients in related areas, sharing its network of family offices, leading trust and estate planners, tax advisors and wealth managers. Sterling also provides introductions to other client-centric firms that perform services that Sterling itself does not.

Karl has been a private equity investor for over two decades, and he serves as an advisor to companies focusing on the technology, security and medical sectors. As a Board Member and key strategic advisor to Nanotronics Health, Karl is working to bring affordable respiratory devices to meet global accessibility needs to combat the COVID19 crisis. moreless

Karl Feitelberg’s Background

Sterling Resources, Ltd.

Founder & CEO

1989 - Present

Hingham, MA, USA

Sterling Resources is a leading boutique life insurance agency that specializes in intergenerational wealth transfer and accumulation strategies for UHNW families in the US and internationally.

Current Board Positions

Nanotronics Health

Board of Directors

New York, NY, USA

A subsidiary of Nanotronics, Nanotronics Health builds affordable medical devices easily manufactured quickly and at-scale to meet global accessibility needs, including combating COVID-19.

Media

What Do The Great Depression And The Great Recession Have In Common?

Host

Aug 2017

New York, NY, USA

Karl J. Feitelberg, Founder & CEO of Sterling Resources Ltd., hosted a dinner with the topic of comparing the Great Depression and the Great Recession. Steve Hanke provides an overview of these questions and a look into the points raised throughout the dinner, while also offering his own analysis.

Putting the “Family” in Family Business: It’s Worth It

In this interview with Mitzi Perdue, Tobi Silver discusses how Karl Feitelberg, Founder & CEO of Sterling Resources, created an ideal family atmosphere amongst the company's employees. “We think of ourselves as family members working in the family business," Tobi says. One key example is Karl's support of Tobi when, early on, she wanted to move from the company's home base in Hingham to Vermont.

Accreditation

Society of Trust and Estate Practitioners | USA

Trust and Estate Practitioner (TEP)

2000

The Society of Trust and Estate Practitioners (STEP) is the global professional association for practitioners who specialize in family inheritance and succession planning. Karl has held this designation since 2000.

National Association of Estate Planners & Councils

Accredited Estate Planner (AEP)

The National Association of Estate Planners & Councils was established based on the belief that the team concept of estate planning best serves the client. The Accredited Estate Planner (AEP) is awarded to a select group of professionals who meet very specific requirements in the area of education, experience, knowledge, professional reputation, and character.

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Memberships

Society of Trust and Estate Practitioners | USA

Member

2000 - Present

The Society of Trust and Estate Practitioners (STEP) is the global professional association for practitioners who specialize in family inheritance and succession planning. Karl was part of the 2009/2010 North American Team of the Year Private Client Awards Committee and has participated in global meetings, such as the International Bar, and has lectured in numerous US cities at STEP meetings.

Association for Advanced Life Underwriting (AALU)

Member

1989 - Present

Washington, DC, USA

Association for Advanced Life Underwriting (AALU) is an organization for insurance professionals in the US. Its members are committed to ensuring the financial and retirement security of the American people. It is now known as Finesca.

National Association of Insurance and Financial Advisors

Member

1996 - Present

Falls Church, VA, USA

National Association of Insurance and Financial Advisors (NAIFA) is a body that represents advisors in the insurance and finance industry helping to guard their business and supporting them to navigate the tax implications of their products.

Society of Financial Service Professionals

Member

1980 - Present

Newtown, PA, USA

The Society of Financial Service Professionals (FSP) is a US network of professionals that work in a range of disciplines within the financial sector. Their aim is to improve expertise and build relationships across the industry.

Boston Estate Planning Council

Member

1998 - Present

Boston, MA, USA

The Boston Estate Planning Council (BEPC) is a forum for estate and wealth planning professionals located in the greater Boston area to network and learn. In 2009 and 2010 Karl was on the Nomination Committee for the Estate Planner of the Year. In 2013, he was a finalist for Estate Planner of the Year.

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Speaking Engagements

The Future of Everything

Moderator

Oct 2019

Miami, FL, USA

Karl Feitelberg & Matthew Putman, CEO of Nanotronics Imaging curated and developed a unique Family Office program on The Future of Everything hosted by the University of Miami Herbert Business School. Karl was a moderator for the panel titled The Future of the Family Enterprise. Over 60 heads of America’s leading family businesses and family offices attended the two-day invitation-only conference.

4th Annual Stanford Investor Forum

Moderator

Nov 2017

Stanford, CA, USA

Karl Feitelberg, Founder & CEO of Sterling Resources, Ltd., Charles D'Amour, President and COO of Big Y Foods, Inc. and representatives of several multi-generational family offices addressed family governance, business succession, and the business risks associated with insufficient planning with case studies in the panel 'Managing Multi-Generational Governance and Embedded Risks: Case Studies'.

Charitable Interests

Rodman for Kids

Supporter | Fundraiser

Foxborough, MA, USA

Rodman for Kids is a nonprofit organization that raises funds for youth-focused social-service organizations supporting positive youth development. Karl Feitelberg has participated in the Rodman Ride, raising funds for at-risk kids for 14 years.

Think:Kids

Supporter

Boston, MA, USA

The mission of Think:Kids is to teach families, professionals, and organizations a transformative approach to helping youth with challenging behaviors. This is done by teaching adults its revolutionary, evidence-based Collaborative Problem Solving approach.

Massachusetts General Hospital

Supporter | Fmr. Committee Member

Boston, MA, USA

Karl served on the Nominating Committee from 2015-2017 for Massachusetts General Hospital Cancer Center’s “The 100”, an event that honors 100 Everyday Amazing Individuals: volunteers, advocates, caregivers. Karl also participated in the hospital's “All All Philanthropy in the New Economy” panel in 2009 that discussed the Impact of the Economy on Partners Healthcare.

Crossroads

Supporter

Duxbury, MA, USA

Crossroads is a non-profit organization that helps America’s youth reach their potential through empowerment programs.

Atlantic Council

Supporter

Washington, DC, USA

The Atlantic Council promotes constructive leadership and engagement in international affairs, based on the Atlantic Community's central role in meeting global challenges.

The Hundred Club of Massachusetts

Member & Supporter

Boston, MA, USA

Karl is a second-generation member and supporter of The Hundred Club of Massachusetts. The Hundred Club gives an unequivocal and unconditional promise to police officers and firefighters in Massachusetts that in the event they are killed in the line of duty, it will never forget their service and will care for their surviving families for the rest of their lives.

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Karl Feitelberg’s Education

The American College of Financial Services

Chartered Financial Consultant

The American College of Financial Services

Chartered Life Underwriter

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