Build a Lasting Legacy

Omni Bank’s estate strategies protect your wealth and ensure your family’s future for generations.

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Build Wealth That Lives Beyond You

At OMNI BANK, we believe legacy is more than money — it’s meaning. It’s the future you craft for your children, your grandchildren, and generations who may never meet you — but will live better because of you.

Whether you're protecting a family home, passing down an investment empire, or creating a trust to secure your children's future, our Legacy & Estate Strategy Program gives you clarity, structure, and complete legal confidence.

This isn’t paperwork

It’s a blueprint for your family’s future.

What We Do

Multigenerational Estate Design

Create wills, living trusts, and testamentary documents tailored to your family structure
Avoid probate delays, legal disputes, and unnecessary taxes
Ensure your values carry forward — not just your wealth

Intergenerational Wealth Transfer Structuring

Tax-minimized asset distribution plans
Lifetime gifting, inheritance vehicles, and strategic transfers
Global jurisdiction planning for cross-border heirs and assets

Asset Protection & Family Office Services

Shield your estate from external claims, creditors, and litigation
Set up a family trust, holding company, or charitable foundation
Create internal governance, investment mandates, and succession protocols

Why Legacy Planning Matters

Without a plan

Governments and courts decide who gets what — and how much is lost

With OMNI

Every dollar you’ve earned has a purpose, a path, and a long life

Your values

Not just your wealth, are what we protect

For Families That Think Ahead

Client A

Family with 3 children under 10

Established tiered trusts for education, housing, and entrepreneurship
Assets shielded from tax loss and third-party risk
Funded college + first business for each child without debt

Client B

Retiring executive with international property

Structured a legacy fund across 3 countries
Appointed successor trustees and advisors
Avoided over $700,000 in estate tax and future conflict among heirs

Client C

High-net-worth individual with no heirs

Created a philanthropic trust that generates passive income for regional education
Designed a legacy that builds schools for decades to come

Do you want the same results?

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Estate Planning Services Include

01 Last Will & Testament Design

02 Revocable & Irrevocable Trust Formation

03 Beneficiary Planning Across Global Accounts

04 Tax Strategy & Lifetime Gifting Plans

05 Asset Reallocation, Protection, and Heir Preparation

06 Private Family Office Formation (for estates over $10M)

Leave More Than Memories

Your family deserves a legacy that reflects your love and leadership. Book a confidential consultation with Omni Bank’s estate strategists to craft a plan that protects your wealth and ensures your values live on.

Submit an application