At Omnia Family Wealth, the advice, custody of client assets and the financial products and services we offer, are each separate from one another. At larger wealth management firms and banks, these are traditionally linked. Clients are usually offered the products that make the most business sense to the company serving them – and not necessarily the most sense for their own financial lives. By completely unlinking these offerings in ways that others don’t, we embrace a more elegant, client-focused model we call “The Triangulation of Advice.”

Triangulation of Advice

As a result, our clients can expect:

Objective Advice: We provide advice that is 100% objective, transparent and free from outside influence. As fiduciaries for our clients, we are legally bound to place their interests above everything else we do.

Independent Custody of Client Assets: Fidelity Institutional Wealth Services and Pershing Advisor Solutions hold all client assets on our behalf. We have no affiliation with, or commitment to, these firms; instead, we believe that they are the best firms for the job, and best meet our clients’ needs.

An Expanded Array of Products and Services: Our partnership with Dynasty Financial Partners gives us invaluable and unlimited access to the industry’s leading products and services. Instead of being captive to one company, our clients can tap the world’s best investment vehicles and solutions, including opportunities in global capital markets, advantageous lending solutions, investment banking relationships, asset management strategies, liability risk mitigation, estate planning and much more.

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