Omnia Family Wealth Shortlisted for 2019 PAM Awards in Two Categories

We are pleased to announce that Omnia Family Wealth has been shortlisted for the 2019 Private Asset Management (PAM) Awards in the Best Philanthropic/Educational Initiative and Best Multi-Family Office (overall – under $2 billion) categories.

The PAM Awards are designed to recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the private wealth community by acknowledging the achievements they accomplished throughout the last year.

The judges panel for these awards is an independent panel of industry experts. This panel will determine the winners of each category for this year’s PAM Awards by analyzing a variety of qualitative and quantitative performance indicators.

Commenting on the firm’s shortlisting, Omnia Family Wealth Co-Founder and CEO Steven Wagner says, “We constantly strive to form lasting relationships with our client families by providing them effective and holistic wealth management services and advice. It is an honor to have our commitment recognized by PAM.” 

This is the second year that Omnia Family Wealth has been shortlisted for the PAM Awards, with the firm winning the Best Newcomer category in 2018. The winners of this year’s PAM Awards will be announced during an evening ceremony on February 7, 2019 in New York City.

More information regarding the 2019 PAM Awards is available here.

About the Private Asset Management Awards:
The annual Private Asset Management Awards – presented by Private Asset Management (PAM) Magazine – is an evening of recognition and reward for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry. Judges will take part in a judging conference call, where the winners will be decided. One expert judge per category will be asked to summarize the judges’ comments. Judges have discretionary power to move submissions into alternative categories that they think may be more suitable. All judges are required to sign a disclaimer form to keep information about entries and the final winners confidential. The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest. Judges cannot judge any categories that their company has submitted for and are obliged to declare that they have no conflicts of interest prior to judging.

About Private Asset Management Magazine:
Private Asset Management (PAM) – the industry publication that exclusively covers the wealth management and family office industry – brings to readers actionable information regarding best business practices, investment management and trust services. It incorporates breaking industry news, people moves, in-depth trend articles and profiles on top multi and single-family offices and wealth management firms. In conjunction with Pam’s monthly breakfast briefings, the magazine advises, educates and fosters a sense of community and peer-to-peer networking opportunities. PAM’s readership includes family offices, private bankers, money managers, high-net-worth units, hedge fund managers, consultants, concierge firms, lawyers and accountants. PAM is published by Pageant Media, a leading provider of business information and insight.

Important Disclosures:

Omnia Family Wealth, LLC (“Omnia”), a multi-family office, is a registered investment advisor with the SEC. This commentary is provided for informational purposes only. No portion of any statement included herein is to be construed as a solicitation to the rendering of personalized investment advice through this communication. Consult with an accountant or attorney regarding individual or tax legal advice.