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.

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

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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Consider the Source: Plans, Plans, Plans

Consider the Source: Plans, Plans, Plans

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Michael Wagner Discusses Faith-Based Investing with The New York Times

Michael Wagner Discusses Faith-Based Investing with The New York Times

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Michael Wagner to Speak at the 28th Annual Planned Giving Council Symposium

Michael Wagner to Speak at the 28th Annual Planned Giving Council Symposium

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Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

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Consider the Source – 2021 Investment Outlook: Inflation

Consider the Source – 2021 Investment Outlook: Inflation

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Consider the Source: Fixed-Income Alternatives

Consider the Source: Fixed-Income Alternatives

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Michael Wagner on Family Wealth Report’s Wealth Talk: How To Keep Investment Emotions in Balance

Michael Wagner on Family Wealth Report’s Wealth Talk: How To Keep Investment Emotions in Balance

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