PRESIDENT / CEO OF OUT OF THE BOX FINANCIAL

Daniel Altwegg is the Present of Out of the Box Financial. Out of the Box is a financial services firm which focuses on minimizing risk and taxes and enhancing the clients’ net return.

Daniel is a 1980 graduate of Hamiline University School of Law. He received his Master of Business Taxation degree from the University of Minnesota in 1989. He also passed the Minnesota Certified Public Accountant exam in 1989.  He has practiced law specializing in estate planning and business planning and served as a Vice President for a large regional trust company.  He cut his teeth in the financial world working in the tax department of a then Big Eight accounting firm.

In his spare time, Daniel hones his pool game with his close friends, loves to garden and works on his Harley as well as furniture.  He also volunteers at a St Paul homeless shelter. He has a grown daughter who is a PhD and serves as a consultant for an international consulting firm.

Daniel has spent years in various aspects of family and business financial analysis and planning.  With that, he is committed to providing clients with strategies which reduce fees, taxes and eliminates negative investment returns. This usually results in a larger net return.

“Daniel is President of Out of the Box Associates, LLC. (OTB), a financial services agency. We work with high net worth and upper income individuals using tax efficient retirement and estate planning strategies. This includes tax advantaged strategies for business owners, key employees and business succession planning. Most financial firms chase elusive additional investment returns.  We emphasize safe & productive assets, and attack the 3 horsemen of a family financial apocalypse which are: taxes in retirement, debt payments and negative investment returns. Three of our strategies are Zero Tax Retirement, Zero Negative Returns and Debt Free 4 Life.”