• Omnia CEO discusses stock market volatility with the Wall Street Journal

    Omnia Family Wealth CEO Steven Wagner commented in a recent Wall Street Journal article exploring activity in the domestic investment markets that may suggest an end to the eight-year bull market, and the post-election stock surge. While it is still too early for definitive action, recent warning signs are beginning to give investors cause for […]

  • 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 CEO to speak at Private Wealth Forum

    Omnia Family Wealth Chief Executive and Co-Founder Steven Wagner will participate as a featured speaker at the upcoming Private Wealth Florida Forum, held by Markets Group in September 2017 in Palm Beach, Florida. This forum will highlight challenges and topics of interest for ultra-high net worth families as well as the advisors who serve them. […]

  • 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 […]

  • FUNDfire – Huge Merrill Team Breaks Away to Launch Multi-Family Office

    By Danielle Verbrigghe September 9, 2015 A top team of private wealth advisors from Merrill Lynch have launched an independent registered investment advisor (RIA) firm and multi-family office with help from Dynasty Financial Partners. The $1.4 billion group broke away from Merrill to form Omnia Family Wealth in Aventura, Fla.The new multi-family-office shop is led by partners Steven Wagner, Michael Wagner and Ivan Hernandez. They are joined […]

  • Financial Advisor – $1B Team Exits Merrill for Independent “Freedom”

    Advisor Steven Wagner left Merrill Lynch on Friday to start Omnia Family Wealth in Aventura, Fla. Joining him at the independent RIA are his son, Michael Wagner, and another ex-Merrill advisor, Ivan Hernandez. Their team, which managed $1.4 billion at the wirehouse, has hired Dynasty Financial Partners to provide front-, middle- and back-office services. Full Article Q: What was the main reason you left Merrill? […]

  • Family Wealth Report – New MFO Lands In Florida 

    Eliane Chavagnon, Editor – Family Wealth Report, September 9, 2015 Omnia Family Wealth has become the latest multi-family office in the Sunshine State to launch through Dynasty. A new multi-family office called Omnia Family Wealth has launched in Aventura, FL, through Dynasty Financial Partners. Omnia was founded by former Merrill Lynch private wealth advisors Steven and Michael […]

  • Reuters – ON THE MOVE-Omnia Family Wealth to use Dynasty Financial’s platform

    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 advisers. Former Merrill Lynch advisers Steven Wagner […]

  • Financial Planning – $1.4B Merrill Team Goes Indy With Dynasty

    Full Article A Merrill Lynch team that oversaw $1.4 billion in client assets has gone independent with help from Dynasty Financial Partners, the firm said. The team, based in Aventura, Fla., consists of advisors Steven Wagner and his son, Michael, as well as Ivan Hernandez. Also moving are Diana Torre, director of client services, and […]

  • 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 […]

  • Advisor Hub – Dynasty ‘Meme’ Accelerates; $1.4B Merrill PBIG Team Joins

    Full article 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 Merrill Lynch Private Wealth Advisors Steven and […]