Omnia Family Wealth Shortlisted for the 2018 Family Wealth Report Awards

We are pleased to announce that Omnia Family Wealth has been shortlisted for the Family Wealth Report Awards in the Multi-Family Office New Entrant category.  

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards were designed to recognize companies, teams and individuals which the judges deemed to have ‘demonstrated innovation and excellence during 2017’.  

The Family Wealth Report Awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which focus not on quantitative performance metrics, but on the client experience with an emphasis on independence, integrity and genuine insight.

Commenting on the firm’s shortlisting, Omnia Family Wealth Co-Founder and CEO Steven Wagner says, “Omnia was built around our desire to deliver independent, integrated and comprehensive wealth management advice and planning solutions. It’s an honor to be recognized by Family Wealth Report for the way in which we serve our client families.”

Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.

About ClearView Financial Media Ltd (“ClearView”):

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

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 tax or legal advice..