ABOUT Rishi

Rishi Desai brings extensive experience and a client-centered approach to the Omni 360 Advisors team. He is dedicated to helping business owners navigate the complexities of estate and business planning, with a particular focus on dentists and other professionals who require tailored strategies for both their personal and practice needs.

Rishi is known for his ability to simplify complex legal and financial concepts into clear, practical guidance. He works closely with clients to understand their objectives and develop thoughtful, comprehensive plans that address their concerns—while providing strategic advice without handling transactional legal matters. His calm, analytical approach and genuine commitment to client success have earned him a reputation as a trusted advisor and steady advocate.

A BRIEF HISTORY

Rishi’s professional 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 remains active in the legal community. His service as a Trustee at Large for the South Asian Bar Association of New Jersey reflects his dedication to professionalism and community engagement.

At Omni 360, Rishi collaborates with clients to design customized estate and business planning strategies that safeguard assets, minimize tax exposure, and support seamless future transitions. His work is efficient, forward-thinking, and always aligned with the unique goals and long-term vision 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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Recent Posts

Succession Planning Checklist for Business Owners and Families

Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...

<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning

Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Hidden Cost of a Disjointed Financial Portfolio

Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...

<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>