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 Featured in Family Business Succession Planning Is Never Easy

One of the most common obstacles that family businesses face is multigenerational succession planning. Navigating ownership succession, while taking into account differences among heirs, can present a wide range of challenges. Ivan Hernandez, managing director at Omnia Family Wealth, recently wrote an article for that discusses strategies to overcome these challenges and ensure a smooth […]

Michael Wagner Discusses Multigenerational Wealth Transfer at Pershing INSITE Conference

Michael Wagner, managing director at Omnia Family Wealth, was a featured speaker at the Pershing INSITE Conference in Orlando, Florida in early June. In the session titled, “Purpose, Passion and Pitfalls: Helping Your Clients Navigate Multigenerational Planning,” Wagner discussed where to begin (and what to avoid) when it comes to multigenerational wealth transfer. The session […]

Steven Wagner Discusses Alternative Investments at RIA Institute Conference

Steven Wagner, co-founder and CEO of Omnia Family Wealth, was a featured speaker at the RIA East Investment Forum hosted by the RIA Institute in Boston, Mass. in early June. Wagner presented in the session with arguably the most creative title: “Ka-ching or Stranger Danger: Alts for All!” This session focused on exploring the best […]

Ivan Hernandez Discusses Succession Planning at Private Wealth Management Summit

Ivan Hernandez, co-founder and managing director at Omnia Family Wealth, will be a featured speaker at the Private Wealth Management Summit in Palm Beach, Florida in early June. In his presentation, Hernandez will discuss the complex topic of succession planning while navigating sibling differences. Succession planning is never easy. Throw in a multi-generational family business […]

Michael Wagner in the Miami Herald: Millennials Should Embrace Stock Market Volatility

Omnia Family Wealth Managing Director Michael Wagner recently wrote a column in the Miami Herald about a topic he is exceptionally familiar with: millennial investors. A millennial himself, Wagner shares why this generation, whose views of investing are largely shaped by the dot-com boom and bust, September 11th and the financial crisis of 2007-2009, should […]

Omnia in Campden FB: Sibling Rivalries and Family Dynamics When Planning Succession

Most family business owners know that having a succession plan in place is a critical part of estate planning. But what happens when the heirs of the business have different needs, talents, goals and involvement in the family’s business? Sibling differences and communication barriers can create major obstacles to a smooth transition in leadership that […]

Omnia’s Ivan Hernandez Discusses Tax Savings with U.S. News & World Report

It’s tax season – a time that reminds investors of the importance of having a tax-efficient portfolio. For some, as U.S. News & World Report writes, “this only becomes apparent when Uncle Sam presents them with a steep bill, something many taxpayers may be discovering now after the gains in last year’s torrid stock market. […]

Tales from the Crypto: Omnia Co-Founder Michael Wagner Speaks to PAM About Clients and Cryptocurrency

Cryptocurrencies such as Bitcoin have captured the attention of many investors. Omnia Family Wealth Co-Founder Michael Wagner recently spoke to Private Asset Management (PAM) and offered insight for those looking to invest in cryptocurrencies. He also shared advice for other advisors whose clients are also getting curious about this volatile, unregulated and often difficult-to-understand asset. […]

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 […]

The Tough Conversation: How to Address Business Succession Planning While Navigating Sibling Differences

It’s here. The $40 trillion wealth transfer brought on by the passing of the baton from the baby boomer generation to Gen X and millennial heirs. Many family business owners know it’s critical to plan for succession and include the family’s company as part of the greater estate plan. But how do you plan for […]

Omnia Family Wealth 2018 Asset Allocation Report

We invite you to review Omnia Family Wealth’s 2018 report on expected asset class returns for the next 10 years. While we believe these forecasts reflect a reasonable framework with which we can make long-term asset allocation decisions, the path is never a straight line. So, with that in mind, we also offer some thoughts […]

Omnia Family Wealth Named Best Newcomer At 2018 Private Asset Management Awards

February 9, 2018 – MIAMI, Fla. – Omnia Family Wealth, a boutique multi-family office and investment advisor, was named Best Newcomer by Private Asset Management magazine as part of the 2018 PAM Awards. This award comes as the firm enters into its third year, having grown to serve just over 50 clients with $1.6B assets […]

Omnia CEO Steven Wagner Speaks with Barron’s About the Yield Curve and Its Implications for Investors

“Though last week’s big bond-market moves gave investors a reprieve, the yield curve is still pretty flat. How worried should we be?” asks Barron’s in a recent article featuring Omnia Family Wealth CEO Steven Wagner. “There’s too much history in the shape of yield curves, and the periods of time that follow, to ignore it,” […]

Does the Flattening Yield Curve Indicate a Recession? Steven Wagner Answers in U.S. News & World Report

The yield curve has been making headlines and it has many investors asking, “What is a flattening yield curve?” In a recent U.S. News & World Report article, Omnia CEO Steven Wagner described it as “your cue to think about whether you should dial back portfolio risk.” In the article, Wagner provides further detail and […]

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 […]

Omnia CEO Steven Wagner Discusses Optimism in 2018 in the Wall Street Journal

The Wall Street Journal reported that as 2017 drew to a close, U.S. stocks edged higher as major indexes regained some momentum ahead of the final trading day of the year. “The stock rally that has sent the S&P 500 up 20% this year went on hiatus in recent sessions. The S&P 500 has moved […]

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 Family Wealth Shortlisted for the 2018 Family Wealth Report Awards

We are pleased to announce that Omnia Family Wealth has been shortlisted for the Family Wealth Report Awards in the Multi-Family Office New Entrant category.   Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report Awards were designed to recognize companies, teams and individuals […]

Omnia Co-Founder Ivan Hernandez Speaks to Financial Advisor Magazine: When Fair Doesn’t Mean Equal

When it comes to wealth transfer, what’s fair is not always equal among heirs. Omnia Co-Founder and Managing Director Ivan Hernandez recently spoke with Financial Advisor magazine about this complex and often delicate situation. First Hernandez stresses that communication is key. “Wealth transference can be a complicated matter to explain to heirs,” Hernandez tells the […]

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 Discusses “Sudden Wealth Syndrome” in Financial Advisor magazine

In an article featured in Financial Advisor magazine, Chief Executive Officer of Omnia Family Wealth Steven Wagner answers the question “Is there a downside to sudden wealth?” The short answer is yes, and it can lead to what Omnia calls “Sudden Wealth Syndrome” – an occurrence that can be catastrophic to family wealth when an […]

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 […]

Omnia Family Wealth Publishes Commentary on Sudden Wealth Syndrome

You’ve heard the stories, and perhaps a feeling of dread sinks in as you think about your own family: A wealthy family builds significant wealth and passes it on to the next generation. Inevitably, that wealth is squandered by poor decisions made by the inheriting generation or the next. Introducing Sudden Wealth Syndrome. This happens […]

Omnia Family Wealth Discusses The Potential Dangers of Sudden Wealth Syndrome

Multi-Family Office Identifies Sudden Wealth Syndrome as a Major Cause of Family Wealth Deterioration and Provides Unique Insights on How to Prevent Aventura, Fla. – October 4, 2017 – Omnia Family Wealth, a multi-family office based in Aventura, FL has recently released a commentary intended to prevent “Sudden Wealth Syndrome,” a chronic problem facing wealthy […]

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 […]

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 […]

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 […] – 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 […]

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 […]

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 […]

Wall Street Journal — Group of Merrill Advisers Leaves to Form Florida Firm Offering Specialized Services

Team aims to help clients in areas generally not provided for at traditional brokerages Original Article By Michael Wursthorn A team of Merrill Lynch financial advisers who manage more than $1 billion resigned on Tuesday to form an independent advisory firm to offer more specialized services to clients, such as paying bills and providing advice […]

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 […]