• Steven Wagner Discusses Recent Market Volatility with The Washington Post

    Following Wall Street’s biggest point gain in history this Wednesday, Thursday was met with the U.S. stock markets fluttering throughout the entire day. However, the markets did end up prevailing, with the Dow Jones Industrial Average closing up 1.1 percent, the Standard & Poor’s 500-stock index up .83 percent, and the tech-heavy Nasdaq composite index […]

  • Citywire: Omnia Family Wealth Is More Than Just a Business

    Citywire’s Registered Investment Advisor magazine recently featured Omnia Family Wealth as the cover story for their October 2018 issue. In the article, Citywire explains the founding of the firm and how its close-knit team is working hard to deliver for their network of ultra-high-net-worth clients. Omnia Family Wealth all began in 2015 after Co-Founders Steven […]

  • Channel 6 News: Omnia Family Wealth Discusses Sudden Wealth Syndrome

    Omnia Family Wealth Co-Founder and Managing Director Michael Wagner was recently interviewed by newscaster Ari Odzer for a two-part segment on Channel 6 News about the best, and worst, ways individuals who experience a sudden increase in wealth can manage their money. The interview took place just hours before the most recent winning Mega Millions numbers […]

  • Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors

    Omnia Family Wealth CEO Steven Wagner was recently named on the list of Barron’s Top Financial Advisors in Florida. The list includes the top advisors in each state and includes a cross-section of private-wealth advisors—from independent advisors who own and operate their own practices to advisors from the large Wall Street firms. The rankings are […]

  • Omnia Family Wealth Shortlisted for the 2018 PAM Awards in Two Categories

    We are pleased to announce that Omnia Family Wealth has been shortlisted for the 2018 Private Asset Management (PAM) Awards in the Best Newcomer and Best Multi-Family Office Overall Under $2 Billion categories. The PAM Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the […]

  • Family Office Club Conference Features Omnia CEO Steven Wagner

    Omnia CEO Steven Wagner was recently part of a panel discussion at the fourth annual Family Office Super Summit in Miami, Florida on December 6, 2017. The summit featured 60 family office speakers and more than 1,000 attendees. Wagner spoke in the section titled “Investing in Society: Family Office Philanthropy and How Impact Investing is […]

  • Omnia CEO Steven Wagner Comments to Private Equity News

    In the current competitive market, companies are increasingly using secret stock market fillings as a way to bump up their valuations and barter for higher prices from investors, according to a recent report by Private Equity News. “The number of confidential initial public offerings that are withdrawn in favour of an M&A transaction is rising […]

  • Omnia Family Wealth discusses the role of alternatives within a portfolio

    In an Asset TV interview, Omnia Family Wealth Founder and CEO Steven Wagner discusses the role of alternative investments within a portfolio, and why these investments have become an attractive component for the investment portfolio. When evaluating the merit of any given investment, investors must first consider, “What role does this investment play in my […]

  • Omnia talks to WSJ about “Sudden Wealth Syndrome”

    In an article featured in the Wall Street Journal, chief executive of Omnia Family Wealth Steven Wagner discusses “Sudden Wealth Syndrome,” an occurrence that can be catastrophic to family wealth when an unprepared heir suddenly inherits wealth. Similar to the circumstances that befall lottery winners, these adult heirs are often unaware of the level of […]

  • Should Small Firms Fear Alternative Investments? — Financial Planning

    Original Article ORLANDO, Fla. – It’s not all stocks and bonds anymore. “We’ve seen increased focus and emphasis from RIAs and other investors on incorporating [alternatives] into investment allocations,” said Lisa Lewin, vice president for Pershing Prime Services at the firm’s Insite conference. While some small RIAs incorporate alternative investments into client portfolios, these strategies […]

  • How Will a Move to Independence Affect a Family Practice? – Financial Planning

    Full Article – December, 2015 Ask most financial advisors about their clientele, and they will mention the word “families.” That is only natural, as wealth issues are typically family issues: how to achieve long-term security and prosperity for family members; how to save for important family milestones, such as college, weddings or retirement; how to […]

  • WealthManagement.com – Omnia Family Wealth to Use Dynasty Financial’s Platform

    Sept 8 (Reuters) – Dynasty Financial Partners said on Tuesday independent advisory firm Omnia Family Wealth, which manages more than $1 billion in assets, will use its wealth management services platform. Dynasty is a New York firm founded in 2010 by former Smith Barney and Citigroup executives that designs technology and investment products for independent […]

  • RIABiz – The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team

    Full Article Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity Brooke’s Note: This breakaway story picks up on several evolutionary themes we cover here at RIABiz: Corner office breakaways, UHNW clients, modernization of family offices, Addepar’s advancement, Pershing’s RIA custody-cum-BNY Mellon apparatus and Dynasty […]