Wealth Management from our family to yours

Based in Miami, Florida, Omnia is an investment advisor with decades of experience. Your goals become our goals.

relationships are everything to us.

Omnia Family Wealth is a wealth management firm in Miami, Florida created to serve families better. Our strength comes from the deep, emotional connections we form with families like yours as we work to guide you through the complexities of wealth, helping you to solve for the challenges that weigh heavily on your shoulders.

Listen

We Listen
Intently

Everything we do is built around you and your family

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We work
transparently

You always understand how you are invested and how much you are paying

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We provide
information

So you feel confident to make informed decisions

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We solve
challenges

We provide creative, outside-the-box solutions

Investment Methodology

Our asset allocation methodology embraces uncertainty and provides a disciplined, systematic and repeatable approach to investments. We view the future as a set of potential outcomes and while we know we will never be able to predict the future, our decades of investment experience and a strong process help us achieve long-term success.

omnia observations

Financial markets move fast, often leaving investors wondering what implications the latest news has on their portfolios. In our Omnia Observations series, we will share our investment insights and address the latest developments with an emphasis on what it means for the families with whom we work.

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About Omnia

As a multi-family office, Omnia Family Wealth provides innovative, long-term solutions that help clients achieve their wealth management and financial legacy goals.

Our relationships with strategic business partners ensure access to the most advanced thought leadership and the most sophisticated products and services available in the world’s capital markets.

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NEWS & LATEST INSIGHTS

COO Michael Wagner of Omnia Family Wealth Featured in U.S. News & World Report

COO Michael Wagner of Omnia Family Wealth Featured in U.S. News & World Report

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Interest Rates, Real Rates and the Yield Curve: A Play Book for the Current Economic Cycle

Interest Rates, Real Rates and the Yield Curve: A Play Book for the Current Economic Cycle

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Omnia Family Wealth Featured in Citywire

Omnia Family Wealth Featured in Citywire

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Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report

Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report

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Omnia Family Wealth Recognized Among America’s Top RIAs of 2024

Omnia Family Wealth Recognized Among America’s Top RIAs of 2024

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Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President

Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President

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Omnia Family Wealth Featured in Family Wealth Report Awards – Acclaim 2024

Omnia Family Wealth Featured in Family Wealth Report Awards – Acclaim 2024

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Michael Wagner Wins Rising Star Under 40 award at the 2024 Family Wealth Report Awards

Michael Wagner Wins Rising Star Under 40 award at the 2024 Family Wealth Report Awards

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Deep Tech Renaissance

Deep Tech Renaissance

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