Out Wing Wealth

Services

Outwing Private Wealth Management

Outwing is a Multi-Family Office and we manage a small client base with a hands on approach and best in class service. We emphasize a high degree of interaction with our clients and prepare both comprehensive suite of reporting on demand and also quarterly/annual meetings to ensure high alignment between our team and your family.

Business Advisory

Our principals have been a part of over $500M in capital raised and private equity investments and managed over $1B in exits for private companies.

Investment Advisory

Both public and private assets including direct opportunities in unique offerings, access to best in class funds.

Trust and Estate Planning

Covering both US and Foreign assets to preserve generational wealth.

Private CFO Services

Such as cash and liquidity planning, bill payment, real estate advisory and other concierge services.

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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