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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Everything we do is built around you and your family

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

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So you feel confident to make informed decisions

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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

Impact Investing Part 1: What Is Impact Investing and Why Should Investors Care?

Impact Investing Part 1: What Is Impact Investing and Why Should Investors Care?

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Michael Wagner on Fox Business: Warnings from the Bond Market

Michael Wagner on Fox Business: Warnings from the Bond Market

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Consider the Source – Philanthropy to Investing: Where Does Impact Fall?

Consider the Source – Philanthropy to Investing: Where Does Impact Fall?

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The Fed’s Liquidity Conundrum and Short-Term Rates Dilemma

The Fed’s Liquidity Conundrum and Short-Term Rates Dilemma

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Consider the Source: Commodities

Consider the Source: Commodities

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Michael Wagner Explains the Fed’s Selling of Corporate Bonds Announcement to CFO Dive

Michael Wagner Explains the Fed’s Selling of Corporate Bonds Announcement to CFO Dive

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Consider the Source: Irrational Markets

Consider the Source: Irrational Markets

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Consider the Source – 2021 Investment Outlook: Post-COVID

Consider the Source – 2021 Investment Outlook: Post-COVID

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Consider the Source – 2021 Investment Outlook: Economic Cycles

Consider the Source – 2021 Investment Outlook: Economic Cycles

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