Blog Archives

Omnia Featured in WealthManagement.com: Family Business Succession Planning Is Never Easy

One of the most common obstacles that family businesses face is multigenerational succession planning. Navigating ownership succession, while taking into […]

Michael Wagner Discusses Multigenerational Wealth Transfer at Pershing INSITE Conference

Michael Wagner, managing director at Omnia Family Wealth, was a featured speaker at the Pershing INSITE Conference in Orlando, Florida […]

Steven Wagner Discusses Alternative Investments at RIA Institute Conference

Steven Wagner, co-founder and CEO of Omnia Family Wealth, was a featured speaker at the RIA East Investment Forum hosted […]

Ivan Hernandez Discusses Succession Planning at Private Wealth Management Summit

Ivan Hernandez, co-founder and managing director at Omnia Family Wealth, will be a featured speaker at the Private Wealth Management […]

Michael Wagner in the Miami Herald: Millennials Should Embrace Stock Market Volatility

Omnia Family Wealth Managing Director Michael Wagner recently wrote a column in the Miami Herald about a topic he is […]

Omnia in Campden FB: Sibling Rivalries and Family Dynamics When Planning Succession

Most family business owners know that having a succession plan in place is a critical part of estate planning. But […]

Omnia’s Ivan Hernandez Discusses Tax Savings with U.S. News & World Report

It’s tax season – a time that reminds investors of the importance of having a tax-efficient portfolio. For some, as […]

Tales from the Crypto: Omnia Co-Founder Michael Wagner Speaks to PAM About Clients and Cryptocurrency

Cryptocurrencies such as Bitcoin have captured the attention of many investors. Omnia Family Wealth Co-Founder Michael Wagner recently spoke to […]

Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors

Omnia Family Wealth CEO Steven Wagner was recently named on the list of Barron’s Top Financial Advisors in Florida. The […]