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Family Office and Wealth Management
A clear view of your family’s wealth.
A family office coordinates the financial and practical affairs of a family. It brings investments, advisors, reporting and long-term decisions into one coherent framework.
What is a family office?
A family office coordinates the financial and practical affairs of a family. It brings investments, advisors, reporting and long-term decisions into one coherent framework.
Two models. One family perspective.
| Single Family Office | Multi-Family Office | |
|---|---|---|
| Who it suits | One family with substantial complexity | Several families seeking coordinated expertise |
| Cost structure | Dedicated operating and staffing costs | Shared infrastructure and resources |
| Control | Direct oversight of a dedicated office | Agreed mandate and reporting arrangements |
| Staffing | A team employed by the family | Access to a multidisciplinary shared team |
| Privacy | Dedicated systems and procedures | Separate client records and confidentiality controls |
Why families choose these services
01
Consolidating scattered assets and advisors
02
Succession and next-generation preparation
03
Family governance and shared decisions
04
Cross-border structuring
05
Risk management and privacy
06
More time for family and priorities
What a family office typically covers
Investment oversight
Family governance
Succession planning
Consolidated reporting
Philanthropy
Administration
What Omnia provides
01
International Tax Engineering
Cross-border optimization, efficient asset structuring and jurisdictional fluency.
02
Asset Preservation and Governance
Risk mitigation, regulatory navigation and long-term capital protection.
03
Investment Mastery
Curated portfolios, alternative investments and after-tax excellence.
How we work
01
Listen
Understand your family, its history and its priorities.
02
Architect
Develop a coordinated framework with your advisors.
03
Implement
Bring the agreed structure and arrangements into place.
04
Steward
Review, report and adapt as circumstances evolve.
Questions families ask
Is a family office only about investments?
No. It can also coordinate governance, succession, administration and reporting. The scope depends on the family’s needs.
How do the two models differ?
A single family office serves one family. A multi-family office shares specialist resources among several families under separate mandates.
Can we retain our existing advisors?
A coordinated framework can include your existing lawyers, accountants and investment advisors. Responsibilities should be clearly agreed.
Does every family need the same services?
No. The mandate should reflect complexity, objectives and the level of support the family needs.
How is confidentiality addressed?
Confidentiality, information access and data handling should be documented before any sensitive information is shared.
Where do we begin?
An initial conversation establishes your priorities and the questions requiring further consideration.
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Read moreEvery lasting relationship begins with a conversation.
Tell us what matters to your family. We will listen.