March 10, 2025

In a recent Fortune article titled “More than 8,000 family offices are revolutionizing wealth management. Are you rich enough to start one?”, the spotlight shines on the booming world of family offices. These private wealth management hubs, now numbering over 8,000 globally and managing more than $3 trillion in assets, have become a go-to solution for billionaires and ultra-high-net-worth individuals. The appeal? A seamlessly coordinated approach to everything from investments and tax planning to estate management and philanthropy—all tailored to the family’s unique goals and values. For the ultra-wealthy, this one-stop-shop model delivers better outcomes by ensuring every piece of their financial puzzle works in harmony.

But here’s the catch: setting up your own single-family office (SFO) typically requires significant wealth—think $500 million or more in assets, according to industry experts cited in the article. For most people, even those with substantial means, that threshold is out of reach. So, what’s the alternative if you’re not a billionaire but still crave the benefits of coordinated wealth management? You could try corralling your own team of professionals—accountants, lawyers, financial advisors—and hope they sync up effectively. Or, you could turn to a solution like Omni 360 Advisors, where we bring that family-office-style integration to you, without the billionaire price tag.

The Power of Coordination

Wealthy families flock to family offices because they streamline complexity. As the Fortune piece notes, these offices handle budgeting, tax strategies, investment management, and even lifestyle services under one roof. This isn’t just about convenience—it’s about results. When your tax expert, legal counsel, and investment advisor all work together with a unified vision, you avoid costly missteps, capitalize on opportunities, and build a legacy that lasts. The article highlights how family offices have become dominant players in venture capital and private equity, leveraging their $6 trillion in assets to seize unique investment prospects. That’s the power of everything pulling in the same direction.

For the ultra-rich, the cost of running a full-service family office—often $1 million or more annually—is a worthwhile investment. But for families or individuals with more modest (yet still significant) wealth, assembling a bespoke team of advisors can feel like herding cats. Miscommunication, conflicting priorities, or gaps in expertise can derail even the best-laid plans. That’s where Omni 360 Advisors steps in.

Omni 360 Advisors: Your Family Office Alternative

Advisors (like Omni 360 Advisors) have taken the family office concept and made it accessible. By offering integrated tax, legal, and wealth management services coordinated by a single team means a slew of professionals are dedicated to your success. Its crucial to have highly skilled advisors (i.e. a family office), focused on aligning every aspect of your financial life—whether it’s optimizing your tax strategy, protecting your assets through smart legal planning, or growing your wealth with tailored investments. The difference? You don’t need a net worth in the billions to benefit from that approach, although arguably you may benefit more from it.

Think of us as your centralized hub. Instead of juggling multiple advisors and hoping they’re on the same page, you get a cohesive strategy designed to maximize outcomes. And while you could certainly corral your own professionals if you prefer the DIY route, why not let us handle the heavy lifting? Our goal is simple: to deliver the kind of coordinated, high-impact results that wealthy families seek from their family offices—without the exclusivity or astronomical costs.

Is Omni 360 Right for You?

The Fortune article poses a key question: Are you rich enough to start a family office? For most, the answer is no—and that’s perfectly fine. You don’t need to be a billionaire to enjoy the advantages of integrated wealth management. At Omni 360 Advisors, we’re here to bridge that gap, offering a sophisticated, all-in-one solution for those who value efficiency, clarity, and results.

Ready to explore whether our approach fits your needs? We invite you to connect with us and discover how our integrated tax, legal, and wealth management services can work for you. Let’s build a plan that coordinates every detail for a better outcome—because you deserve the family office experience, no matter your net worth.

Contact Omni 360 Advisors today to get started.