Legal Planning Team

Estate Planning & Business Planning Attorney

ASSET PROTECTION PLANNING BUSINESS SUCCESSION PLANNING TAX PLANNING STATEGIES ESTATE PLANNING

ABOUT RISHI

Rishi Desai brings a wealth of experience and a client-centered approach to the Omni 360 advisor team. He is committed to guiding business owners through the complexities of estate and business planning, with a particular focus on dentists and other professionals who require tailored solutions for their personal and business needs.

Rishi is known for his ability to distill complex legal and financial concepts into clear, actionable guidance. He works closely with clients to understand their objectives and to develop comprehensive plans that address their specific concerns—without handling transactional matters.

Throughout his career, Rishi has established a reputation as a trusted advisor and a compassionate advocate for his clients. He is dedicated to delivering results that meet and exceed expectations, ensuring that each client’s legacy is protected and their business is positioned for smooth transitions.

A BRIEF HISTORY

Rishi’s background is rooted in providing strategic legal counsel to business owners and professionals. He is admitted to the bar in New Jersey, Pennsylvania, and New York, and is an active member of the legal community. Rishi has served as a Trustee at Large for the South Asian Bar Association of New Jersey, reflecting his commitment to professionalism and community involvement.

At Omni 360, Rishi works collaboratively with clients to create customized estate and business plans that safeguard their assets, minimize tax exposure, and ensure a seamless transfer of wealth to future generations. His approach is efficient, forward-thinking, and always focused on the unique goals of each client.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Rishi is engaged, or continues to be engaged, to provide investment advisory services.
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