ONYX CAPITAL MANAGEMENTONYX CAPITAL MANAGEMENTONYX CAPITAL MANAGEMENT
972.587.7222
support@onyxcm.com
2626 Cole Ave., Suite 300 Dallas, TX 75204
ONYX CAPITAL MANAGEMENTONYX CAPITAL MANAGEMENTONYX CAPITAL MANAGEMENT

We are a multi-disciplinary, equity owned, financial services collaborative comprised of independent partners who are professionals and Centers of Influence from the following disciplines: Insurance, Finance, Legal, Accounting, Wealth Management, Investment Banking, Private Equity, as well as Multi and Single-Family Offices. Our partners have a global footprint and advise HNW & UHNW Individuals, Corporations, Foundations, Pension Funds, Multi and Single-Family Offices on all forms of financial and capital transactions. Our partners’ global diversity and vast expertise afford AEG the unique ability to engineer a better outcome for virtually any financial scenario.

  • Single Family Office
  • Multi-Family Office
  • Private Equity
  • Insurance Planning/Design
  • Life Insurance Premium Financing
  • Fee-based RIAs
  • Hybrid BD/RIA
  • CPA/Accounting
  • Hybrid CPA/RIA
  • Wealth Mgmt. (Advisory & Planning)
  • Estate Planning Attorneys
  • Securities Attorneys
  • Tax Attorney/CPA
  • P&C Insurance Brokerage
  • Captive Insurance Management Company
  • Chartable Planning/Planned Giving Specialist
  • Banking
  • Capital Markets / Business Advisory
  • Qualified Retirement Administration Co.
    AEG Specialties Offered (AEG and Partners – not exhaustive list)
  • Institutional Indexed Funding Agreement
  • “Guaranteed Income Strategies” (Specialized products/strategies, often involving a trust)
    • Levered
    • Unlevered
    • *Trademarked structure for young professional athletes, heirs and entertainers. Levered, multi-product, structure
  • Life Insurance Premium Financing
    • Traditional
    • VRDO
  • Private Placement Life Insurance
    • Onshore & Offshore
    • PPVUL, PPVA
  • Property and Casualty
    • Commercial
    • Personal
  • Customized Large-Case Cyber Security
  • Captive Insurance
  • Corporate Insurance Planning
    • Buy/Sell, Key-Person, NQDC funding
    • Qualified Plan (IRA) Bailout
    • Retained Earnings & Profit rescue
  • M&A / Business Advisory / Capital Markets
  • Tax Consulting
  • Asset Management
  • CPA Services (vary by CPA partner – AEG does not participate in accountant fees)
  • Financed, Short-Term, Customized Enterprise Risk Insurance
    • 3rd-Party Carrier
    • Captive Insurance Alternative
  • Tax-Advantaged Private Placements (Partners are both issuers and promoters, depending on offering)
  • WATER – Specialized, Tax-Advantaged, Foreign Grantor Trust Structure
  • Legal (AEG does not participate in legal fees)
    • Estate Planning
    • Multi-Specialty
  • California Private Retirement Plans
  • Bond Financing
  • Long Term Care Planning (specialized LI and/or annuity products)
  • Charitable Planning
    • Full-range of traditional structures/strategies
    • High-end life insurance and annuity case design (situational)
    • Bespoke products/strategies
    • Private Family Foundation
    • Bespoke Institutional Products (coming soon)
OUR SERVICES
CONTACT
  • 2626 Cole Ave., Suite 300 Dallas, TX 75204
  • 800-496-8350
  • support@ONYXCM.com