
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
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...
Wealth management,investment advice,financial planning,multi family office,business plannning,tax planning,estate planning,business succession planning,and risk management
Omnia family wealth operates in the Financial services industry.
Omnia family wealth's revenue is 11m - 100m
Omnia family wealth has 11 - 50 employees.
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