OUTWING

Our Process

How We Work

We take a second-order approach — looking beyond the portfolio to understand your businesses, their capitalization, harvest timelines, and structuring to identify opportunities for tax-efficient outcomes and liquidity events.

Diagnostics

Comprehensive review of personal balance sheet, cash flow, existing estate plans, service providers, portfolio allocation, risk management, insurance, and banking relationships.

Strategy

Multi-year plan to consolidate and reduce service provider costs, minimize and defer taxes, improve risk-adjusted returns, and create long-term visibility on major financial events.

Implementation

Legal structures created. Accounts transitioned. Service providers coordinated. Cash flow and liquidity plan delivered. Seamless execution across all dimensions.

Stewardship

Always on call. Consistent reporting. Family offsites and retreats to plan for major events. On-demand reporting and proactive management of every issue that arises.

Leadership

Leadership

Decades of experience across Private Wealth, PE/VC, and institutional capital markets.

AC

Adam J. Coons

Founder & Managing Principal

Adam J. Coons is the Founder & Managing Principal of Outwing Private Wealth Management. With over two decades of experience focused on serving UHNW clients, Adam began his career at Citi Smith Barney (later acquired by Morgan Stanley), and then built his business at Merrill Lynch and UBS, where he specialized in serving Private Equity & Venture Capital GPs, entrepreneurs, corporate executives, and wealthy families with significant real estate holdings.

BC

Brandon Coons

COO

Brandon Coons’ love for finance began during his internship on the New York Stock Exchange while earning his BBA in Finance from Queens College with a Minor in Economics. Brandon graduated Magna Cum Laude whilst serving as the Treasurer of the Economics Honors Society. Graduating in January 2008, he landed his first job at Goldman Sachs.

About the Firm

A Multi-Family Office built for depth.

Outwing is a Multi-Family Office managing a deliberately 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 a comprehensive suite of reporting on demand and quarterly/annual meetings to ensure alignment between our team and your family.

Outwing
01

Our Mission

Our industry is evolving from a one-size-fits-all mindset to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Outwing specializes in tailoring a full suite of customized portfolio services that help investors expand their investment holdings and better reduce downside exposure to loss.

02

Philosophy

We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients. Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution.

03

Proven Investment Philosophy

Outwing has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks in all economic environments. Portfolio optimization of either risk or return, customized to your specific requirements, with access to an open universe of ETFs, Stocks, Mutual Funds, Fixed Income, investment managers, and select private equity and hedge funds.

04

Our Approach

We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.

05

Investment Approach

A strategy is designed to capitalize on defined market opportunities and has a disciplined approach to fund selection among the institutional-quality equity, fixed income managers and hedge funds that share a complimentary investing approach. Our professional investment team routinely reviews and rebalances each strategy to ensure that it complies with its defined objectives through time. Talk to us about our current strategies and market thinking. Our professional investment team is constantly sourcing new institutional-quality funds across all investment strategies. We routinely perform quantitative and qualitative reviews of each fund to ensure that it continues to meet our rigorous criteria.

06

How Does It Work?

The Outwing approach delivers access to the model portfolios of a wide variety of third party investment managers. These “Sleeve Strategy Managers” are selected by Outwing through a rigorous diligence process. Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies. Private Client services — Custom client website, reports and planning designed to inform and identify opportunities. Investing and portfolio management and trading support. Technical training/webinars.

Explore Further

Our Approach

How we diagnose, strategize, implement, and steward your wealth.

How It Works

Explore our five service verticals and what we deliver.

Custodial Relationships

Charles Schwab · Fidelity IWS · NFS · TD Ameritrade · Interactive Brokers · Millennium Trust

Outwing Private Wealth Management is a Registered Investment Adviser registered with the SEC. The firm provides portfolio services with a fee-based, customized approach to qualified investors.

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Coastline

Private Wealth Management

Outwing

Private Multi-Family Office

For founders, executives, and families who have built significant wealth — and need a partner with the sophistication to protect it, grow it, and transfer it.

Who we are

A different kind
of wealth firm.

Outwing is a boutique multi-family office built for a select roster of ultra-high-net-worth clients — typically founders, PE/VC principals, C-suite executives, and families with investable assets between $30M and $500M.

We take a second-order approach — looking beyond the portfolio to understand your underlying business entities, their capitalization, harvest time horizons, and structuring to identify opportunities for tax-efficient outcomes, recapitalization, or liquidity events.

Outwing

Our Clients

Who We Serve

Founders &
Entrepreneurs

Pre and post-exit planning. Concentrated stock. Liquidity events. Recapitalizations.

PE/VC Principals
& Executives

Carry planning. Co-investment access. 10b5-1 plans. Executive compensation strategies.

Multi-Generational
Families

Estate planning. Family governance. Real estate holdings. Philanthropic strategy.

What we do

Comprehensive
Wealth Architecture

Open architecture. Conflict-free advice. Every capability designed for the complexity that comes with significant wealth.

Business Advisory

We take a second-order approach — understanding both your personal assets and underlying business entities, their capitalization, harvest timelines, and structuring to identify opportunities for tax-efficient outcomes.

Explore
Delivered
✓Entity structuring, capitalization & recapitalization strategy
✓Pre-liquidity & pre-IPO planning
✓M&A advisory & QSBS / Section 1202 optimization
✓Carry & GP commit planning for fund principals
✓Cap table coordination & harvest timeline modeling

Liquidity & Tax Planning

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

Explore
Delivered
✓Concentrated stock hedging — exchange funds, PVFs, collars
✓Multi-year income tax projection & deferral modeling
✓Cash flow & lifestyle liquidity planning
✓State residency & domicile optimization
✓Charitable vehicles — DAFs, CRTs, private foundations

Investment Advisory

Institutional-caliber portfolio construction with access to top-tier managers across public markets, private equity, venture, credit, and real assets — built for endurance, not trends.

Explore
Delivered
✓Customized asset allocation aligned with long-term objectives & risk tolerance
✓Access to institutional-quality alternative investments including PE, VC & private credit
✓Manager selection & due diligence across public and private strategies
✓Ongoing portfolio monitoring, rebalancing & performance reporting
✓Co-investment sourcing alongside established fund managers

Risk Management

We review existing risk management, insurance programs, banking relationships, and other liabilities — identifying gaps and structuring protection for your full balance sheet.

Explore
Delivered
✓Comprehensive insurance audit — life, umbrella, D&O, E&O
✓Banking & lending relationship optimization
✓Liability exposure mapping across entities
✓Asset protection & creditor shielding strategies
✓Key-person & business continuity planning

Financial Planning

We meet with you, your spouse, and family members to ensure a holistic view of the family's finances and long-term goals — aligning every decision across generations.

Explore
Delivered
✓Family financial review & multi-generational goal alignment
✓Dynasty trust & GRAT/GRUT design & implementation
✓Family governance frameworks & next-gen education
✓Retirement & succession modeling for principals
✓Spousal & family offsite planning & facilitation

Our approach

Built for
complexity.

01 Concentrated Positions
02 Alternative Investments
03 Liquidity Events
04 Trust & Estate Planning
05 Curating Tax Alpha

Beyond the Single Stock

For founders, executives, and early investors with significant single-position exposure, we design bespoke diversification strategies that unlock liquidity without triggering unnecessary tax events.

Exchange Funds Prepaid Variable Forwards 10b5-1 Plans Charitable Remainder Trusts
Tax-Efficient Diversification

Institutional Access

Direct co-investment opportunities alongside top-tier PE and VC firms. Access to institutional-quality alternative funds, private credit, and real assets typically reserved for endowments and sovereign wealth.

Private Equity Venture Capital Private Credit Real Assets Co-Investments
PE / VC / Private Credit

Pre & Post Transaction

Whether you're approaching an IPO, a private sale, or a recapitalization — we architect the financial strategy around the event. Pre-transaction estate planning and post-liquidity asset allocation designed for your next chapter.

QSBS Optimization Installment Sales Opportunity Zones Post-Exit Allocation
IPO / M&A / Recapitalization

Structuring Wealth for Generations

We coordinate with your legal counsel to design and maintain trust structures, estate frameworks, and wealth transfer strategies aligned with your family's long-term objectives. Our role is to ensure financial planning and estate architecture work in concert — optimizing for flexibility, tax efficiency, and generational continuity.

Revocable & Irrevocable Trusts Grantor Trust Strategies Wealth Transfer Planning Estate Tax Mitigation
Trust & Estate Architecture

Tax Alpha as a Discipline

We pursue tax efficiency as an ongoing investment discipline — not a once-a-year exercise. Through systematic harvesting, asset location optimization, and strategic timing of income recognition, we seek to enhance after-tax returns across your entire balance sheet. Every decision is evaluated through a tax-aware lens.

Tax-Loss Harvesting Asset Location Strategy Gain Deferral & Recognition Timing Charitable Giving Optimization
After-Tax Return Enhancement

"We manage a deliberately small client base — because the depth of service required at this level demands it."