Omnia Family Wealth Named Best Newcomer At 2018 Private Asset Management Awards

February 9, 2018 – MIAMI, Fla.Omnia Family Wealth, a boutique multi-family office and investment advisor, was named Best Newcomer by Private Asset Management magazine as part of the 2018 PAM Awards. This award comes as the firm enters into its third year, having grown to serve just over 50 clients with $1.6B assets under management.

We started this firm because we wanted to be able to put our client families’ interests first, without any conflicts,” says the firm’s chief executive Steven Wagner. “To be recognized for this is an honor but our focus is always first and foremost on our client families.”

The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, which have been judged by PAM to have proved themselves over the course of 2017. To be considered for this award, candidate firms must demonstrate why they believe they are best-in-class compared to their peers. The award is granted by a panel of judges carefully selected for their wealth of experience and expertise.

The judges use a mixture of qualitative and quantitative performance indicators. Successful candidates must demonstrate:

  • Financial progress;
  • Growth in client numbers, internal hires and geographic expansion;
  • Client satisfaction; and
  • Product innovation

 

Important Disclosures: 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.

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