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Financial Planning – $1.4B Merrill Team Goes Indy With Dynasty

Full Article A Merrill Lynch team that oversaw $1.4 billion in client assets has gone independent with help from Dynasty […]

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Wall Street Journal — Group of Merrill Advisers Leaves to Form Florida Firm Offering Specialized Services

Team aims to help clients in areas generally not provided for at traditional brokerages Original Article By Michael Wursthorn A […]

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Newly Formed Florida-Based $1.4 Billion Omnia Family Wealth Launches as One of the Leading Independent Multi-Family Offices in U.S.

Press Release NEW YORK, NY, September 8, 2015 – Dynasty Financial Partners today announced its partnership with Omnia Family Wealth, […]

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At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.

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