Welcome to the Blue Owl Executive Portal
Wealth Management Services Designed for Blue Owl Executives
An exclusive program tailored to Blue Owl employees, pairing advanced investment strategies with a dedicated advisory team that specializes in complex portfolio design.
$8.9B
Assets Under Management (AUM)
3,000+
Client Households
60+
Financial Professionals
#93
Barron's Top 100 RIA
Figures as of 9/23/2026.
Comprehensive Wealth Management for Blue Owl Professionals
Your Career is Complex. Your Wealth Strategy Should Not Be.
Executive compensation at an alternative asset manager often brings a distinct set of planning questions. Our advisors bring your investments, taxes, liquidity, and financial plan together into one coordinated strategy.
As a Blue Owl executive, you'll receive:
- Comprehensive Wealth Management Services including investment management, financial planning, estate planning advisory, and ongoing portfolio oversight from one team.
- Tax Strategy and Tax Liability Minimization, coordinated to help manage tax drag on high levels of ordinary income.
- Access to Advantaged Tax-Aware Investment Options that follow restricted investment guidelines.
- Access to Advantaged Financing and Lending Solutions including discounted pledged asset lines and box spread loans.
- Private Client Services including a discounted Blue Owl executive fee structure.
Tax-Aware Investing Services
Access to Institutional Tax-Aware Investment Strategies
Tax-aware long/short strategies pair a core market exposure with additional long and short positions. Along with targeting investment returns, they are structured to generate losses that may offset other income, including W-2 and bonus income. Traditional tax-loss harvesting, by comparison, can offset only $3,000 of ordinary income per year.
In accessing these investments through Chicago Partners, you can experience:
- Lower Minimums below what is typically required when investing directly.
- Increased Liquidity than many comparable private funds, so your capital is not locked up for extended periods.
- Higher Extension Levels than what are generally available through custodian platforms.
Learn more about our tax-aware investment strategies here.
How Extension Works
Advantaged Financing & Lending
Unlock Liquidity Without Selling Your Portfolio
Borrowing against your investments can fund a major purchase or financial event without selling positions and potentially realizing capital gains. Through Chicago Partners, Blue Owl executives can access several lending structures, each with different collateral, cost, and risk characteristics.
Margin
Borrow directly against eligible securities in your brokerage account at advantaged rates.
Well suited for: Short-term, flexible borrowing.
Consider: Variable rates; a decline in collateral value can trigger a margin call or the sale of securities.
Pledged Asset Lines
A revolving line of credit secured by the securities in a pledged investment account.
Well suited for: Larger or recurring liquidity needs.
Consider: Variable rates; the lender may require additional collateral or sell securities if values fall; proceeds generally cannot be used to buy securities.
Secured Asset Lines
Borrow against private investment holdings, such as private fund interests, rather than publicly traded securities.
Well suited for: Executives with significant wealth in private or illiquid investments.
Consider: Eligibility, advance rates, and terms vary by asset and lender.
Short Box Spread Loans
A financing structure built from a fixed-payoff options position on the S&P 500 Index.
Well suited for: Fixed-term borrowing without switching custodians.
Consider: Collateral requirements and possible margin calls; rates can change when a loan is rolled.
How a Box Spread Loan Works
The options in a box spread hedge one another, so the amount you repay is fixed. The gap between cash received and the repayment is your borrowing cost.
Because SPX index options are Section 1256 contracts, that cost is generally treated as a capital loss (60% long-term, 40% short-term) recognized each year, rather than as interest expense.
Comprehensive Financial Planning & Tax Optimization Services
Our advisors have helped hundreds of corporate executives navigate the complexities of their financial plans and intelligently manage their tax liability to optimize their wealth.
Tax-Aware Investments Access
Identify what institutional tax-aware strategies fit your portfolio and how they can be implemented into your portfolio.
Advanced Financing Options
Access to discounted lending rates through Chicago Partners unique financing solutions.
Blue Owl Executive Fee Discount
Receive a discounted relationship fee structure covering our comprehensive wealth management services.
Advanced Financial Planning
Gain clarity on your income and expenses to ensure your cash flow aligns with your goals and updates with your financial events.
Tax Liability Minimization
Optimize your federal and state income and capital gains taxes through strategic income timing, deductions, and tax-aware investment funds.
Estate Plan Review & Refinement
Navigate complex decisions with confidence with our estate our estate plan advisory team that can review wills and build trusts designed to secure your legacy.
Education Planning & Funding Strategies
Design a strategy to fund future learning opportunities without compromising your other financial goals through options including 529 plans and trusts.
Charitable Giving Strategies
Optimize tax benefits while aligning with your philanthropic vision through our charitable giving strategies, ensuring your contributions make a meaningful difference.
Advisors Experienced with Corporate Executives and Complex Holdings
Clients working with Chicago Partners receive access to a team of advisors, including a Partner, Senior Wealth Advisor, Senior Associate, and Associate. Our advisors are well-versed in coordinated planning around equity compensation, private fund exposure, and liquidity needs for corporate executives and investors.
Each member of this team is available to help with any questions or financial situations that come up throughout your career at Blue Owl.
Schedule a Complimentary Introductory Meeting
If you're interested in learning more about the Chicago Partners approach to working with Blue Owl professionals, we are happy to schedule an introductory meeting to learn more about you and your financial goals.
Whether you prefer an in-person meeting at our office in Chicago or a virtual meeting from the comfort of your home, our team is happy to meet at your convenience.
You can use the form here to reach out to our Blue Owl-focused team, and one of the advisors will be in touch within 24 hours.
Discounted Fee Schedule for Blue Owl Executives
As a Blue Owl executive, you'll receive the full Chicago Partners offering - including access to tax-aware strategies and liquidity solutions - at a discounted rate.
You can find the discounted fee schedule for Blue Owl executives below:
50bps (0.50%)
$0 - $5mm AUM30bps (0.30%)
$5mm - $25mm AUMNegotiated
$25mm+ AUMTo get started, please fill out the contact form above, and you'll hear back from one of our advisors within 24 hours.
Frequently Asked Questions (FAQ)
Clear answers to the questions we hear most from Blue Owl executives. If you don't see yours here, reach out and our team will be happy to help.