Private Wealth Management
Private Multi-Family Office
Who we are
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 $10M 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.
Our Clients
Pre and post-exit planning. Concentrated stock. Liquidity events. Recapitalizations.
Carry planning. Co-investment access. 10b5-1 plans. Executive compensation strategies.
Estate planning. Family governance. Real estate holdings. Philanthropic strategy.
What we do
Open architecture. Conflict-free advice. Every capability designed for the complexity that comes with significant wealth.
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.
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.
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.
We review existing risk management, insurance programs, banking relationships, and other liabilities — identifying gaps and structuring protection for your full balance sheet.
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.
Our approach
For founders, executives, and early investors with significant single-position exposure, we design bespoke diversification strategies that unlock liquidity without triggering unnecessary tax events.
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.
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.
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.
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.
"We manage a deliberately small client base — because the depth of service required at this level demands it."