At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation.
You can also be assured of a strong sense of personal accountability, absolute transparency and a fiduciary responsibility to put our clients first at all times.