Omnia Family Wealth

Omnia Family Wealth is a multi-family office based in Aventura, Florida.

General Information
Company Name
Omnia Family Wealth
Founded Year
2015
Location (Offices)
Aventura, United States +1
Founders / Decision Makers
Number of Employees
11
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Omnia Family Wealth - Company Profile

Omnia Family Wealth is a multi-family office based in Aventura, Florida. Founded in 2015, the firm is committed to placing client interests first by offering independent, multi-generational advice without sales mandates. Their approach involves asking meaningful questions, actively listening, and tailoring their services to address the unique challenges and goals of each family. With over 70 years of collective wealth management experience and three generations represented among the founders, Omnia Family Wealth has attracted large families seeking multi-generational advice. As a registered investment advisor, they provide investment advisory and related services nationally, ensuring compliance with all applicable registration and licensing requirements. For more information, visit www.omniawealth.com.

Taxonomy: Wealth Management, Investment Advice, Financial Planning, Multi Family Office, Tax Planning, Estate Planning, Business Succession Planning

Funding Rounds & Investors of Omnia Family Wealth (0)

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There is no investment information

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