Omnia Family Wealth

Financial ServicesFlorida, United States11-50 Employees

Omnia Family Wealth is a multi-family office based in Aventura, Florida. Our firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients’ interests first. The firm was formed from a desire to provide independent, multi-generational advice without sales mandates.

We work with families to provide wealth guidance for challenges they face now, and the challenges their children may face in the coming years. The most important thing we do is ask questions, and then listen intently. The answers to these questions define the mandate for each family:

     *What does your money mean to you?
     *What do you want your wealth to accomplish?
     *What are the immediate challenges that worry you?
     *What are your dreams?
     *What do you want your legacy to be?
     *Who do you want to inherit your wealth? Is it your children? Is it your 
       philanthropy? Is it your family foundation? Do you have extended family?

With more than 70 years of collective wealth management experience, we know what works best for families, and what doesn’t. With three generations represented among the founders, we’ve attracted large families who are seeking multi-generational advice.

Omnia Family Wealth, LLC is a registered investment advisor. Omnia Family Wealth provides investment advisory and related services for clients nationally. Omnia Family Wealth will maintain all applicable registration and licenses as required by the various states in which Omnia Family Wealth conducts business. For additional information, please visit our website at www.omniawealth.com.

For award disclosures, please visit: https://omniawealth.com/awards-disclosures/

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