• Omnia Family Wealth Announces New Chief Investment Officer

    Alon Ozer brings his 20+ years of global investment experience to the team. July 19, 2018- Omnia Family Wealth, based in Aventura, Florida opened its doors less than three years ago and has already grown its assets under advisement to nearly $1.7 billion. This multi-generational wealth advisory firm was co-founded by Steven Wagner, Michael Wagner […]

  • 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 “The number of confidential initial public offerings that are withdrawn in favour of an M&A transaction is rising […]

  • Campden FB: How to avoid “Sudden Wealth Syndrome”

    While guiding large multigenerational families, advisors at Omnia Family Wealth have seen the aftermath of heirs who were unprepared to manage wealth. It’s a situation they call “Sudden Wealth Syndrome” where family fortunes deteriorate after wealth was unexpectedly transferred from one generation to the next without proper preparation or planning. Omnia Family Wealth recently spoke […]

  • Newly Formed Florida-Based $1.4 Billion Omnia Family Wealth Launches as One of the Leading Independent Multi-Family Offices in U.S.

    Press Release NEW YORK, NY, September 8, 2015 – Dynasty Financial Partners today announced its partnership with Omnia Family Wealth, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology. Based in Aventura, Florida, Omnia Family Wealth is a multi-family office founded by former […]