Omnia Executive works hand in hand with business executives, so we understand the variables and complexities of both sides of your finances — business and personal. We grasp you have uncommon challenges, and we also recognize that presents unique opportunities. Aiding business owners with the financial well-being of their organizations and personal lives is our specialty. We look forward to seeing how we can serve your needs today and for the future.

We look forward to seeing how we can serve your needs today and for the future.

Collaborative Effort

Large-scale financial-service companies stick their clients in a generic, model investment portfolio. Their financial advisors charge a 1 percent fee in a set-it-and-forget-it, cookie-cutter method. There must be a better way, you’ve probably thought. There certainly is.

Business owners have opportunities available to them that W-2 employees don’t. It’s critical they work with CERTIFIED FINANCIAL PLANNERS™ who go beyond picking investments and look at all facets of their financial portfolio. Omnia has the experience, competency and specialization to ensure your business and personal finances are working together in harmony. We can collaborate with your other financial professionals as well to optimize your current plan.

It’s extremely detrimental to your financial health to overlook opportunities at your disposal. But the truth is, you don’t know what you don’t know. We differentiate ourselves from the pack by knowing how LLCs, S corporations and C corporations are taxed, and what moves you can make to minimize taxation today and for what’s ahead. We’re well-versed on your options, and we’ll show you the right next steps with clarity and transparency.

Omnia Executive’s Services

We solve the unique needs of executives by delivering the following services to help shelter your money, build out your nest egg for retirement and position you to leave a legacy of generosity:

• Asset protection
• Volatility strategies
• Tax Savings
• Cash Flow
• Estate Planning
• Risk Management
• Liquidity Planning
• Exit Strategies
• Transition and Succession Planning

Additionally, Omnia Executive provides the following comprehensive offerings to help you bridge the gap between your business and personal financial life:

• Goals-based Planning and Investing
• Tax Strategy and Planning
• Liquidity and Exit Planning
• Private Investment Access
• Estate, Philanthropy and Trusts
• Private Banking and CFO Services
• Family Governance and Education
• Lifestyle and Wellness Resources