At Omnia Family Wealth, our central – and only – focus is on fulfilling the needs, goals and objectives of our clients and their families. We operate as a multi-family office, distinguishing ourselves in the way we develop and sustain long-term collaborative relationships with our clients, their immediate and extended families, as well as the lawyers, accountants and other professionals who represent them.
We seek to immerse ourselves into a client family’s structure in order to give family members advice and guidance that is both appropriate and insightful. We’re as concerned with helping our clients pass along values and wisdom as we are about the transference of wealth. As a multigenerational firm mirroring the clients we serve, we’re able to connect easily with the different generations within each client family. Our dialogues with clients about the difficult, and often emotional, aspects of managing their wealth are a hallmark of our firm.
At Omnia Family Wealth, we consider our client relationships personal partnerships characterized by accessibility, objectivity and complete transparency. As a firm independently owned and operated by individual advisors, we have a powerful sense of personal accountability, trust and a fiduciary responsibility to put our clients first. Always.
When you engage Omnia Family Wealth, you get the entire firm working on your behalf beginning with our first meeting. You’ll see it in our office design: our open architecture facilitates conversation and helps us put the very best of our individual, and collective, skill and experience to work for you.