Manage & preserve your family's wealth with a trusted family office
Securing your family’s financial future is our primary goal. We offer tailored financial & strategic solutions that go hand in hand with top-tier services and a strong personal experience.
Our Services
building a Personalized Long-Term Investment Strategy According to the Client's Needs & Goals
As we develop your investment strategy, we will consider family goals, needs, and risk levels. With our experience and knowledge of the parameters, we will create a personalized investment strategy that suits the needs of the family, while taking a holistic view of local markets, international markets, tradable assets, and alternative investments.
The investment policy will be implemented and the family will be informed of the performance through investment statements.
In a dynamic world, macro events occur, the investment environment changes, and opportunities arise all the time, so the statements will be used to discuss your existing portfolio and to make recommendations on new investments based on your requirements and goals.
Wealth Management
Execution of the Investment Strategy, Statements, and Monitoring
Today's Wealth management world is complex and you will likely have several bank accounts globally along with various service providers. In our experience, monitoring, managing, and coordinating all these factors is complex.
We are here to take care of the day-to-day management and reduce the administrative burden involved in the world of investments so you can invest your time in your family, your business, and your hobbies. With the help of our operations and reporting, we will implement the investment strategy, carry out investment & cost control, and issue investment monitoring reports, which we will use to show you the family assets, tradable and non-tradable assets, and their performance.
Operation & Consolidation
Planning is Everything
We at Omega Capital recognize that each family has its own needs, and each family meets capital at a different stage in life. You may be a first-generation entrepreneur or a second or even third-generation dealing with family wealth. Your wealth may be diversified or may still be concentrated in one operating business, either way, managing the financial assets is crucial, but there is more to that.
There is a broader spectrum you need to take into consideration. For instance - investments with tax benefits, investments carried out abroad where tax reports are necessary, and reducing exposure to inheritance tax in the U.S if possible. In some cases, you will need to take care of wills and a lasting power of attorney. Our team of experts will guide you through these processes, and together with the best consultants in the field, we will offer you a comprehensive, professional, and dedicated solution.
Planning & Supporting Family Capital
Long-Term Investments
Private Equity and other long-term investments tend to improve the overall diversification & return potential of an investment portfolio. Together with the family, we will develop personalized investment strategies, select appropriate investment opportunities for you, and investigate alternative investments with geographical & asset diversification.
Our operations will provide comprehensive support in subscription processes for the funds, monitoring, and reporting of investments as well as handling capital calls.