Omnia Family Wealth
Ivan has provided wealth management services to ultra-high-net-worth clients for 20 years, first with a boutique fixed-income firm and most recently as a Senior Financial Analyst with Merrill Lynch’s Private Banking and Investment Group. From 1998 to 2009, Ivan worked closely with significant clients at UBS Private Wealth Management. As Managing Director-Wealth Structure and Planning, he has a passion for helping family members understand and implement philanthropic and wealth transfer strategies; he also works closely with clients’ tax and legal professionals on effective techniques and tailored structures to help realize these goals. Ivan holds the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a Chartered Advisor in Philanthropy® (CAP®) and a Certified Investment Management Analyst® professional (CIMA®). Ivan’s CIMA designation was earned at the Wharton School of Business.
As a frequent contributor to the financial media, Ivan has been featured in the New York Times, Financial Advisor Magazine and U.S. News & World Report.
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Omnia Family Wealth
Omnia Family Wealth is a multi-family office based in Aventura, Florida. The firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients’ interests first. The firm was formed from a desire to provide independent, multi-generational advice, without conflicts of interest or sales mandates.