Out Wing Wealth

Our advisory business has generated top tier returns for clients who also park their assets with us.

We are platform agnostic and recommend only best in class products.

We manage only a select group of clients ensuring we are always reachable and have extremely long tenure with minimal turnover.

Our breath of experience and service provider consolidation means we often pay for ourselves by reducing overall fees and ensuring more efficient outcomes.

Why Outwing?

We are a boutique multi-family office provider serving a small roster of ultra-high net worth clients (typically $30M-$500M). We provide personal concierge level service to ensure a comprehensive financial plan for you and your family that protects your wealth and your legacy.

DIAGNOSTICS

We perform a comprehensive review of your finances and prepare a personal balance sheet, income and cash flow statement. We review existing estate and tax plans, your roster of service providers and your portfolio allocation.

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RECOMMENDATION

Outwing prepares a multi year strategy, reducing expenses paid to other service providers, minimizing and deferring taxes and improving risk adjusted returns.

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IMPLEMENTATION

After our strategy review we create the necessary legal structures for long term success and then transition accounts and service providers and present a cash flow/liquidity plan

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MAINTANENCE

As family office professionals we are always on call to manage new issues that arise for your family and provide consistent reporting on performance

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Resource Partners

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We run your finances so you can run your businesses and/or live your life.

TRANSPARENCY

We create long term plans so you can have clear visibility for all the major financial events on your horizon, moving you from being reactive to proactive.

APPROVAL

We provide clear approval processes so we always act with your best interests.

REPORTING

We provide on demand and regular reporting including the opportunity for family offsites and in person retreats to plan for major events.

We execute and begin offloading the work from you and other service providers

WE PAY FOR OURSELVES

As experienced family office professionals we can consolidate and reduce bills from service providers, reduce AUM/transaction fees, and free up your high value/cost time such that engaging us is often a significant net uptick in overall annual financial performance.

LET US HANDLE THAT FOR YOU

Our team has broad experience in most financial/life events and can step in to resolve one-off events and where appropriate refer work to other professionals which we oversee on your behalf.

We build generational wealth plans in three steps

TAX / ENTITY STRUCTURING

We work with you and our team of attorneys to ensure tax efficient outcomes for your business, liquidity events and intergenerational transfers.

ASSET MANAGEMENT

Outwing reviews your existing portfolio equity/bond/real estate/and other financial assets to ensure maximize total return on your portfolio.

CASH FLOW MANAGEMENT

We present expense management options to reduce overall costs, ensure spending habits track with your financial planning goals and preserve liquidity as needed.

We spend a considerable amount of time getting to know you, your businesses, your financial assets and your family.

1. BUSINESS ADVISORY

We take a second order approach and work with you to understand both your personal assets and your underlying business entities, their capitalization, harvest time horizons and structuring to identify opportunities to improve tax efficient outcomes, recapitalize, or generate

2. LIQUIDITY

Liquidity/Tax Planning - We review your family/business domiciles, financial spending habits and goals to ensure you have sufficient liquidity and cash flow to live a lifestyle of your choice.

3. EXPENSE MANAGEMENT/COORDINATION

We review your existing service providers and tax/legal engagements, property managers, portfolio allocation, and existing estate plans.

4. RISK MANAGEMENT

We review existing risk management, insurance, administration processes, banking relationships and other liabilities.

6. FINANCIAL PLANNING

As requested we meet with you/your spouse and other family members to ensure a holistic view of the family’s finances and long term goals.

Outwing Private Wealth Management is a Registered Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Outwing Wealth and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Outwing offers advisory services independent of Arete. Neither firm is affiliated.

Fidelity Investments® and eMoney Advisors LLC (together "Fidelity") is an independent company, unaffiliated with Outwing Private Wealth and the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1186919.1.0

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