Concentration builds wealth, but diversification preserves it. To preserve what you built, we work with a view of long-term planning for you and your family, making sure that your hard work and dedication leads to your ultimate financial objectives.

There are unique risks associated with concentrated wealth. We help you sidestep them.

• Asset allocation
• Liquidity planning
• Structure planning

We provide expertise and market information that can alter the ultimate success of the liquidity event. We help you address things like:

• Business valuation
• Market conditions
• Timing and exit strategy
• Potential partners/buyers/private equity firms
• Pre-sale checklist

While you focus on the details of your sale, merger or acquisition, or liquidity event, Omnia helps you plan for details that can impact you and your family long-term, including:

• Risk management
• Liquidity needs
• Tax planning
• Portfolio/concentration risk
• Exit planning

Omnia helps you determine what’s next:

• Investment strategy
• Next venture planning and support
• Long-term wealth planning