Everything you want for the future.

Ours is a goal-driven investment approach completely centered on your objectives.

relationships are everything to us.

Omnia family Wealth is a multi-family office born from a desire 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.

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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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Omnia Family

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 & MEDIA HIGHLIGHTS

Alon Ozer Discusses Clean Energy at POWER Magazine’s Sustainability Webinar

Alon Ozer Discusses Clean Energy at POWER Magazine’s Sustainability Webinar

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Steven Wagner Discusses the Stock Market’s Rebound with The Wall Street Journal

Steven Wagner Discusses the Stock Market’s Rebound with The Wall Street Journal

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Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

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Alon Ozer Discusses How to Build Stable Retirement Portfolios with U.S. News & World Report

Alon Ozer Discusses How to Build Stable Retirement Portfolios with U.S. News & World Report

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Ivan Hernandez Discusses Strategic Estate Planning with Financial Advisor Magazine

Ivan Hernandez Discusses Strategic Estate Planning with Financial Advisor Magazine

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Ivan Hernandez Discusses Ways to Simplify Estate Planning with The New York Times

Ivan Hernandez Discusses Ways to Simplify Estate Planning with The New York Times

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Alon Ozer Discusses the Importance of Clean Energy on Investorideas.com Podcast

Alon Ozer Discusses the Importance of Clean Energy on Investorideas.com Podcast

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Competing for Liquidity: Financial Markets vs. the Treasury Department

Competing for Liquidity: Financial Markets vs. the Treasury Department

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Alon Ozer Discusses Liquid-Alternative Funds with Barron’s

Alon Ozer Discusses Liquid-Alternative Funds with Barron’s

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