MIAMI, Feb. 09, 2018 (GLOBE NEWSWIRE) -- Omnia Family Wealth, a boutique multi-family office and investment advisor, was named Best Newcomer in the family office industry (Under $2B) by Private Asset Management magazine as part of the 2018 PAM Awards. This award comes as the firm enters into its third year, having grown to serve just over 50 clients with $1.6B assets under management.
“We started this firm because we wanted to be able to put our client families’ interests first, without any conflicts,” says the firm’s chief executive Steven Wagner. “To be recognized for this is an honor but our focus is always first and foremost on our client families.”
The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, which have been judged by PAM to have proved themselves over the course of 2017. To be considered for this award, candidate firms must demonstrate why they believe they are best-in-class compared to their peers. The award is granted by a panel of judges carefully selected for their wealth of experience and expertise.
The judges use a mixture of qualitative and quantitative performance indicators. Successful candidates must demonstrate:
- Financial progress;
- Growth in client numbers, internal hires and geographic expansion;
- Client satisfaction; and
- Product innovation
About Omnia Family Wealth
Omnia Family Wealth, a multi-family office based in Aventura, Florida, is an independent investment advisor with the SEC. The firm works to guide wealthy families on a broad array of financial activities – from wealth structuring to transference to creating a philanthropic legacy. The firm takes a holistic approach: extending relationships to clients’ family members and seeking to understand families’ core values and beliefs in addition to their risk preferences and financial goals. With three generations represented among the firm’s founders, Omnia offers an intergenerational solution focused on clients’ long-term objectives. Clients are assured of a sense of continuity, as the firm helps families manage the complexity and responsibility of their wealth. For more information please visit www.omniawealth.com.
This content is provided for informational purposes only. No portion of any statement included herein is to be construed as the rendering of personalized investment advice through this communication. Please read the Terms of Use for additional information.
Contact:
Rosemary B. Denney
(561) 379-7673
RBD@WealthMattersConsulting.com