Founded in 2015 by a team of experienced advisors from Merrill Lynch, Omnia Family Wealth is a registered investment adviser that operates as a multi-family office. The firm was established on the principle of providing conflict-free, objective advice by adopting a fiduciary standard. It serves ultra-high-net-worth families by coordinating all aspects of their financial lives, including investment management, wealth transfer strategies, philanthropy, and tax and estate planning, aiming to preserve and grow wealth across generations.

Founded in

United States