Omega serves ultra-high-net-worth families most wealth management firms can't, because their planning fee isn't tied to assets under management. This two-sided piece was designed to equip other professionals to confidently refer clients.
The positioning call: lead with the financial terms (20% ongoing revenue share, non-exclusive, 2x buyout) paired immediately with compliance requirements. This was the choice as opposed to opening with client benefit language, because advisors evaluate referral arrangements on upside and legal clarity first. Page 2 reframes the fee structure from a one-time referral bonus to durable passive income, with a worked dollar example to make the 20% concrete.
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Omega serves ultra-high-net-worth families most wealth management firms can't, because their planning fee isn't tied to assets under management. This two-sid...
