At Omnivest, we specialize in serving affluent individuals, families, and business owners who have complex financial needs and high aspirations for their wealth. Our clients have worked diligently to build their success and are now looking for tailored strategies to optimize, protect, and transition their wealth across generations. We provide an elite level of service designed for those who demand more than basic financial advice and seek a partner capable of navigating intricate wealth management scenarios.
High-Net-Worth & Ultra-High-Net-Worth Individuals
Managing significant wealth requires a nuanced approach that goes beyond standard financial planning. We serve HNW and UHNW clients looking for a comprehensive strategy that encompasses everything from tax-efficient investment management to advanced estate planning. Whether you are focused on enhancing your current portfolio, establishing a philanthropic legacy, or navigating complex cross-border financial situations, we craft solutions that reflect your unique priorities and ambitions.
Multi-Generational Families
For families with established wealth, maintaining and growing that wealth across generations can be a delicate balance. We understand that your goals extend beyond numbers—you want to educate and empower future generations while preserving the values that built your success. Our family office services provide customized wealth strategies, succession planning, and governance structures to ensure your family's legacy thrives for years to come.
Business Owners & Entrepreneurs
Successful business owners often face distinct challenges, from optimizing business structures and reducing tax exposure to planning a seamless succession. We specialize in helping business owners integrate their personal and professional financial strategies, maximize the value of their enterprises, and prepare for future liquidity events. Our team will guide you through every stage—whether you're expanding, selling, or transitioning leadership—ensuring your business aligns with your broader wealth objectives.
Corporate Executives & Professionals
For corporate executives and high-level professionals, wealth management needs can be uniquely complex, involving concentrated stock positions, deferred compensation plans, and intricate tax considerations. We work with executives to develop tailored solutions that address these complexities, helping you achieve a balanced financial plan that manages risk, optimizes compensation, and supports your long-term goals.
Philanthropists & Impact Investors
For those looking to create meaningful impact through their wealth, we offer strategic philanthropic planning that aligns with your vision for change. From establishing family foundations to structuring impactful giving strategies, we help you navigate the complexities of charitable giving and ensure your contributions leave a lasting legacy.
Ready to Partner with a Team Focused on Your Success?
Connect with us to learn how our bespoke wealth management strategies can help you pursue your financial goals and plan for the future you envision.
