Omnia Family Wealth

We are excited to introduce a new chapter in our relationship that we believe helps you optimize your wealth and strengthen the ways it reflects the values key to your legacy and your family’s future. In early September, we launched our own independent wealth management and investment advisory firm called Omnia Family Wealth. We are no longer part of Merrill Lynch. This new structure enables us to provide you and your family with a heightened level of service and broader range of options. We are delighted that our independence gives you freedom to access the best of the world’s capital markets, the most sophisticated products and services and the most advanced thought leadership. As always, our top priority as a Multi-Family Office is achieving your financial goals in a way that reflects and fulfills your values and aspirations. Understanding what’s important to you and your loved ones and developing integrated solutions has always been, and continues to be, hallmarks of our approach to wealth management. As Omnia Family Wealth, we are ideally positioned, and deeply proud, to deliver the ultimate in exceptional personal attention, objective advice and access to the premier products of the world’s leading financial firms. Please call us at (305) 602-9080 so we may personally introduce Omnia Family Wealth to you. At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.

Address: 18851 NE 29th Avenue, Suite 400 Aventura, Florida 33180 USA

Phone: +1 305 602 9080
FAX: +1 844 798 9080