Discover how TALON can empower advisors to navigate the complex tax landscape and discover alternative investment opportunities from Blue Owl.
Tax-aware investing can be a powerful lever for acquiring new clients, especially in a competitive advisory landscape where differentiation is key. TALON was built to help advisors deepen their understanding of how taxes can affect investment outcomes and why tax-aware strategies are increasingly important today. Embracing innovative solutions within private markets can help advisors attract high-net-worth and next-gen investors who are actively seeking personalized, outcome-driven planning.
Client retention is driven by personalized, consistent value, with thoughtful tax planning often playing a meaningful role. TALON’s goal is to guide advisors in understanding tax-aware opportunities that align with income, growth, and legacy strategies. When an advisor proactively manages tax exposure, they can reinforce their fiduciary role and deepen trust with clients. This is especially critical as wealth shifts from generation to generation, with younger investors likely prioritizing advisors who offer holistic planning.
Taxes may significantly diminish the long-term growth potential of a client’s invested assets by reducing the amount of investment returns available to then reinvest. When returns are taxed, the compounding effect is interrupted, generally resulting in lower cumulative returns over time compared to tax-aware strategies that potentially defer or minimize tax liabilities. Preserving more of each year’s growth can help clients build wealth more efficiently and potentially unlock scalable business growth with attractive compounding.
Tax-aware investing can be a powerful lever for acquiring new clients, especially in a competitive advisory landscape where differentiation is key. TALON was built to help advisors deepen their understanding of how taxes can affect investment outcomes and why tax-aware strategies are increasingly important today. Embracing innovative solutions within private markets can help advisors attract high-net-worth and next-gen investors who are actively seeking personalized, outcome-driven planning.
Client retention is driven by personalized, consistent value, with thoughtful tax planning often playing a meaningful role. TALON’s goal is to guide advisors in understanding tax-aware opportunities that align with income, growth, and legacy strategies. When an advisor proactively manages tax exposure, they can reinforce their fiduciary role and deepen trust with clients. This is especially critical as wealth shifts from generation to generation, with younger investors likely prioritizing advisors who offer holistic planning.
Taxes may significantly diminish the long-term growth potential of a client’s invested assets by reducing the amount of investment returns available to then reinvest. When returns are taxed, the compounding effect is interrupted, generally resulting in lower cumulative returns over time compared to tax-aware strategies that potentially defer or minimize tax liabilities. Preserving more of each year’s growth can help clients build wealth more efficiently and potentially unlock scalable business growth with attractive compounding.
TALON by Blue Owl is a tax-centric platform that may help enable advisors to sharpen their approach, deepen strategic thinking, and stay ahead in a rapidly evolving landscape. Focused on tax-aware education, TALON aims to support long-term wealth accumulation and legacy preservation by providing dedicated knowledge and resources.
Advisors who partner with Blue Owl gain access to:
With TALON, advisors can navigate the complex and evolving tax landscape and access insights designed to help differentiate their practices.
Delivering practical and differentiated insights designed to help wealth advisors to scale their businesses
Simplifying complex tax themes to help advisors and clients understand and navigate the evolving landscape
Empowering advisors with valuable resources, tax-centric content, and continuing education courses
Educational practice management programming that is responsive to market conditions
Blue Owl Net Lease Solution seeks to generate attractive, potentially tax-aware income and long-term capital appreciation by primarily originating, owning and managing a diversified portfolio of single-tenant commercial real estate properties net leased on a long-term basis to creditworthy, often investment grade4 tenants with contractual annual rent escalations.
Blue Owl Direct Lending Insurance Dedicated Solution provides a tax-efficient access point to access Blue Owl’s Diversified Lending strategy. Our strategy directly originates and makes loans to middle and upper-middle market companies that are diversified by borrower, sector, sponsor, and position size.
OREX seeks to provide investors, on a tax deferred basis, the opportunity to potentially exchange an active investment in appreciated real estate for a passive investment into an institutional-quality alternative investment product.
Blue Owl Net Lease Solution seeks to generate attractive, potentially tax-aware income and long-term capital appreciation by primarily originating, owning and managing a diversified portfolio of single-tenant commercial real estate properties net leased on a long-term basis to creditworthy, often investment grade4 tenants with contractual annual rent escalations.
Blue Owl Direct Lending Insurance Dedicated Solution provides a tax-efficient access point to access Blue Owl’s Diversified Lending strategy. Our strategy directly originates and makes loans to middle and upper-middle market companies that are diversified by borrower, sector, sponsor, and position size.
OREX seeks to provide investors, on a tax deferred basis, the opportunity to potentially exchange an active investment in appreciated real estate for a passive investment into an institutional-quality alternative investment product.
Reach out to a member of our Private Wealth team today.
Individual investors, please contact your financial advisor for more information.
Endnotes
Blue Owl, its affiliates, and its employees do not provide tax or legal advice. Financial professionals and their clients should consult their tax and legal advisors based on their individual circumstances. Blue Owl’s Tax-Aware Literacy and Offerings on The Nest program (“TALON”) is an educational initiative designed to provide tax-related resources to financial professionals. Any references to Blue Owl products are for illustrative purposes only and should not be construed as a recommendation or indication of suitability for any particular tax solution. No particular tax outcome is guaranteed for any of the products described.
Important information
Unless otherwise noted the Report Date referenced herein is as of September 2025.
Past performance is not a guarantee of future results.
Assets Under Management (“AUM”) refers to the assets that we manage and is generally equal to the sum of (i) net asset value (“NAV”); (ii) drawn and undrawn debt; (iii) uncalled capital commitments; (iv) total managed assets for certain Credit and Real Assets products; and (v) par value of collateral for collateralized loan obligations (“CLOs”) and other securitizations.
The material presented is proprietary information regarding Blue Owl Capital Inc. (“Blue Owl”), its affiliates and investment program, funds sponsored by Blue Owl, including the Blue Owl Credit, Real Assets, and GP Strategic Capital Funds (collectively the “Blue Owl Funds”) as well as investment held by the Blue Owl Funds.
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An investment in the Fund or other investment vehicle is suitable only for sophisticated investors and requires the financial ability and willingness to accept the high risks and lack of liquidity associated with an investment in the Fund or other investment vehicle. Investors in the Fund or other investment vehicle must be prepared to bear such risks for an indefinite period of time. There will be restrictions on transferring interests in the Fund or other investment vehicle, and the investment performance of the Fund or other investment vehicle may be volatile. Investors must be prepared to hold their interests in the Fund or other investment vehicle until its dissolution and should have the financial ability and willingness to accept the risk characteristics of the Fund's or other investment vehicle’s investments.
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Performance information
Where performance returns have been included in this material, Blue Owl has included herein important information relating to the calculation of these returns as well as other pertinent performance related definitions.
This material is for informational purposes only and is not an offer or a solicitation to sell or subscribe for any fund or other investment vehicle and does not constitute investment, legal, regulatory, business, tax, financial, accounting, or other advice or a recommendation regarding any securities of Blue Owl, of any fund or investment vehicle managed by Blue Owl, or of any other issuer of securities. Only a definitive offering document (i.e.: Prospectus or Private Placement Memorandum or other offering material) can make such an offer. Neither the Securities and Exchange Commission, the Attorney General of the State of New York nor any state securities commission has approved or disapproved of these securities or determined if the Prospectus, Private Placement Memorandum or other offering material is truthful or complete. Any representation to the contrary is a criminal offense. Within the United States and Canada, securities are offered through Blue Owl Securities LLC, member of FINRA/SIPC, as Dealer Manager.