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.
We Listen
Intently
Everything we do is built around you and your family
We work
transparently
You always understand how you are invested and how much you are paying
We provide
information
So you feel confident to make informed decisions
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.
- Monetary Shenanigans: Credit, Collateral and the Banking System
- Rising Interest Rates & Tightened Lending: Understanding The Effects Of The Fed’s Fight Against Inflation
- The U.S. Economy and the Wheelchair Effect
- Investing in the Free (Market) World
- The Successful Entrepreneur Turned Turkey
- Q2 2022 Ended. It’s Again Time for Us to NOT Share Our Quarterly Outlook
Featured In
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.
Learn MoreNEWS & LATEST INSIGHTS
Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future
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Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million
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Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet
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Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?
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Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?
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Omnia Family Wealth in CBS MoneyWatch: The Secret to Growing Wealth
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Omnia Family Wealth Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine
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Michael Wagner in U.S. News & World Report: How to Reduce Investment Opportunity Cost
Read MoreLet's Talk
Located in Miami, Florida
18851 NE 29th Ave, Ste 400
Aventura, FL 33180
18851 NE 29th Ave, Ste 400
Aventura, FL 33180
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
©2023 Omnia Family Wealth, All Rights Reserved.
