Coordination
Coordinates tax, legal, investment, insurance, estate, business succession, and family governance planning into one integrated strategy.
Family Capital Advisory
Coordinating complex family capital.
Fee-based
Family Capital Advisory (FCA) aligns its advanced financial planning services with other professionals, ensuring clients are billed for work that is completed and delivered rather than products sold or commissions earned.
Independent
Some wealth management firms pride themselves in having in-house teams of experts. Family Capital Advisory (FCA) contrasts this with a network of fully independent, professional, credible and trustworthy 3rd party experts to help fulfill client needs.
Multi-disciplinary
Following the Real Wealth Management (RWM) model, Family Capital Advisory enriches our advanced financial planning with the advice and services of a multi-disciplinary team of tax lawyers, accountants, auditors, estate lawyers as well as portfolio managers.
Integrated planning for complex family wealth
Family Capital Advisory is New Outlook Wealth’s dedicated planning platform for high-net-worth and very-high-net-worth families whose financial lives extend across multiple disciplines, generations, and advisors.
Many successful families already work with trusted lawyers, accountants, investment managers, insurance professionals, and business advisors. The challenge is that these strategies are often developed separately. FCA brings them together into one coordinated plan—so tax, estate, investment, insurance, succession, liquidity, and family governance decisions work in alignment over time.
Built on New Outlook Wealth’s Real Wealth Management™ framework, FCA provides a structured, multi-year planning process for families facing complexity such as private corporations, family trusts, intergenerational wealth transfer, business succession, estate liquidity, cross-border assets, and legacy planning. FCA typically serves families with $5M+ net worth or $2M+ in advisory assets, although complexity is often the most important factor.
Liaison
Acts as the planning integrator between a family’s existing professional advisors.
Discipline
Provides disciplined discovery, diagnostics, implementation coordination, and ongoing monitoring.
Evolving
Helps ensure advanced planning ideas are not only designed—but implemented and reviewed as laws, markets, family needs, and business circumstances evolve.
Who is FCA for?
Families
FCA is designed for families who need more than isolated advice. Whether you are preparing for a liquidity event, transitioning a family business, managing corporate wealth, planning across generations, or coordinating estate and tax strategies, FCA helps turn complexity into a clear, documented, and coordinated plan.
The result is greater clarity, fewer planning gaps, stronger advisor coordination, and a long-term roadmap for protecting, growing, and transferring family capital.
Specialists
FCA also provides a formal collaboration platform for select professionals—including lawyers, accountants, portfolio managers, insurance specialists, trust and estate practitioners, valuators, family enterprise advisors, executor advisors, and other advanced planning specialists.
Specialists retain their independent judgment and professional mandate while FCA provides the planning context, coordination, documentation, and continuity needed to support better outcomes for complex families. The FCA Specialist Program is structured around clear roles, transparent economics, and non-competitive collaboration.
Advisors
FCA provides NOW advisors a platform that they can leverage to extend a wide range of services and expertise to existing or new clients. Included for all NOW advisors is access to a product-agnostic, unbiased level of advanced financial planning that puts their clients first.
NOW Advisors also become long-term relationship managers for clients referred in by Specialists.
FCA Leadership Team
