Omar Dinar
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Generational Wealth Transfer
We deliver an elevated client experience to tech and financial professionals as well as business owners. We are a bilingual team that can service Spanish speaking clients.
Services
- Alternative Investments
- Family Wealth Transfer
- Financial Advice & Coaching
- Philanthropic Planning
- Portfolio Management
- Trust Services
Pricing
- AUM-Based Fee — 0.8%–1% of AUM