Institutional Wealth Infrastructure. Individually Yours.
The wealth management framework behind $100M+ family offices — entity architecture, tax engineering, institutional deal flow, and generational planning — delivered through OmniVault's digital-first platform at a fraction of the traditional cost.
Why a Digital Family Office?
Running a traditional family office costs upward of $1M per year — a full bench of attorneys, CPAs, portfolio managers, and administrative staff. It has always been the gold standard of wealth management, but the price tag has kept it exclusive to the ultra-wealthy.
OmniVault's Digital Family Office distills that same infrastructure into a technology-driven platform — entity architecture, tax engineering, institutional deal flow, capital advisory, and custodial services — all accessible from a single dashboard. You retain full decision-making authority. We supply the platform, the network, and the expertise.
Layered Protection
Multi-entity structures that insulate your assets from liability exposure and litigation risk.
Tax Engineering
Proactive strategies that compress your effective tax rate legally — year after year.
Institutional Deals
Opportunities typically gated behind $10M+ minimums — now accessible through the OmniVault network.
Full Autonomy
Every decision stays with you. We provide the tools, the research, and the infrastructure to execute.
Choose Your Family Office Program
Each program is a single enrollment — no monthly fees, no hidden charges. Begin where you are and upgrade as your portfolio evolves.
OmniVault Digital Family Office
Vault Foundation
One-time enrollment
What's Included
Complete DFO Platform
Unified command center for your wealth — consolidated dashboards, entity oversight, tax modeling tools, and the Atlas AI financial strategist.
Dual-Seat Access
Invite a spouse, partner, or trusted advisor. Both seats include independent profiles with shared portfolio visibility and collaborative planning tools.
24-Month Wealth Academy Enrollment
Two full years of structured curriculum — on-demand courses, community forums, weekly market briefings, and research-backed investment analysis.
Full Strategy Archive
On-demand library of every recorded strategist session, market deep-dive, and member Q&A — searchable and organized by topic and date.
Alternative Deal Pipeline
Curated opportunities across multiple asset classes — equity syndications, income-producing real estate, fixed-income instruments, and structured notes delivered through the Investor Hub.
+ Available Add-On Services
Enhanced Digital Family Office
Vault Ascent
One-time enrollment
What's Included
Everything in Foundation
Full platform, dual-seat access, Wealth Academy, strategy archive, deal pipeline, capital advisory, and custodial activation — all included.
Live Strategist Roundtables
Weekly live sessions with tax engineers, portfolio analysts, and wealth architects. Bring your questions, get real-time guidance, and stay ahead of regulatory shifts.
Annual DFO Network Membership
One year inside the OmniVault Family Office network — peer connections, co-investment introductions, and collaborative wealth-building with other high-net-worth members.
Institutional Equity Opportunities
Priority access to vetted equity placements — growth-stage companies, buyout structures, and pre-IPO allocations with full prospectus and manager access.
Income-Producing Real Estate
Curated syndication deals — multifamily portfolios, commercial properties, and value-add projects with quarterly cash distributions and professional asset management.
+ Available Add-On Services
The Complete DFO Program
Vault Apex
One-time enrollment
What's Included
Everything in Ascent
Full platform, perpetual membership, live roundtables, all five asset verticals, inner circle advisory, and every Ascent-tier benefit included.
Tax-Advantaged Investing Intensive (2 Days)
Immersive two-day workshop on structuring tax-efficient portfolios — Roth conversion ladders, Opportunity Zone mechanics, QSBS elections, and self-directed deployment strategies.
Wealth Architecture Blueprint Session (1 Day)
Full-day private engagement designing your complete entity and income architecture — structure mapping, income routing, deduction layering, and multi-year projection modeling.
Private Member Network
Apex-only digital community — direct messaging with other Apex families, early deal alerts, co-investment coordination, and private discussion channels.
Quarterly Advanced Workshops
Deep-dive virtual workshops on frontier topics: international structuring, family governance frameworks, succession architecture, and emerging asset classes.
+ Available Add-On Services
Asset Verticals Inside the Vault
Diversified deal flow across institutional-grade asset classes — all deployable through your self-directed accounts with full due diligence support.
Private Equity
Growth-stage companies, buyout structures, and pre-IPO allocations with projected 15-30% IRR and full manager transparency.
Real Estate Syndications
Multifamily portfolios, commercial acquisitions, and value-add projects with quarterly distributions and institutional management.
Managed Fund Strategies
Institutional-grade programs — market-neutral, long/short, and managed-futures strategies with low public-market correlation.
Tax-Sheltered Digital Assets
Deploy into Bitcoin, Ethereum, and DeFi protocols through self-directed custodial structures — tax-deferred or tax-free.
Precious Metals
Allocated physical gold, silver, and platinum in audited vaults — a proven inflation hedge with full chain-of-custody documentation.
Structured Notes & Fixed Income
Short-duration secured instruments with fixed returns — 8-12% annual yield backed by tangible collateral.
Full Program Comparison
Outcomes from DFO Members
"The entity management tools alone caught two missed LLC filing deadlines. The tax modeling engine surfaced $47K in deductions we had been overlooking for years."
"As a high-income earner paying over 40% effective, the bespoke tax blueprint session helped me restructure into an S-Corp with a holding entity. My effective rate dropped to 24%."
"The legacy architecture and family limited partnership design will save our family an estimated $2.3M in transfer taxes over the next generation. The retirement-funded venture structure let us launch tax-free."
How to Get Started
Select Your Program
Choose the DFO tier that aligns with your current portfolio and objectives. Every program is a single enrollment — no recurring charges for the included term.
Complete Secure Enrollment
Enroll through our Stripe-secured checkout. You'll receive immediate platform access and a welcome call from the capital advisory team within 48 hours.
Activate & Configure
Open your custodial accounts, connect your entities, and configure your dashboard. Our onboarding team guides you through every step of the activation process.
Deploy Capital & Build Wealth
Begin reviewing curated opportunities, join live strategist sessions, and implement tax strategies with your advisory team. Your Digital Family Office is live.
Stop Leaving Wealth on the Table
The average OmniVault DFO member reduces their tax burden by $34,000 per year and gains access to institutional deals projecting 15-30% returns. Your Digital Family Office is one enrollment away.
All enrollments are processed securely through Stripe. 30-day satisfaction guarantee on all programs.