Blog Archives

The Tough Conversation: How to Address Business Succession Planning While Navigating Sibling Differences

It’s here. The $40 trillion wealth transfer brought on by the passing of the baton from the baby boomer generation […]

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Omnia Family Wealth 2018 Asset Allocation Report

We invite you to review Omnia Family Wealth’s 2018 report on expected asset class returns for the next 10 years. […]

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Omnia Family Wealth Named Best Newcomer At 2018 Private Asset Management Awards

February 9, 2018 – MIAMI, Fla. – Omnia Family Wealth, a boutique multi-family office and investment advisor, was named Best […]

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Omnia CEO Steven Wagner Speaks with Barron’s About the Yield Curve and Its Implications for Investors

“Though last week’s big bond-market moves gave investors a reprieve, the yield curve is still pretty flat. How worried should […]

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Does the Flattening Yield Curve Indicate a Recession? Steven Wagner Answers in U.S. News & World Report

The yield curve has been making headlines and it has many investors asking, “What is a flattening yield curve?” In […]

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Omnia Family Wealth Shortlisted for the 2018 PAM Awards in Two Categories

We are pleased to announce that Omnia Family Wealth has been shortlisted for the 2018 Private Asset Management (PAM) Awards […]

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Omnia CEO Steven Wagner Discusses Optimism in 2018 in the Wall Street Journal

The Wall Street Journal reported that as 2017 drew to a close, U.S. stocks edged higher as major indexes regained […]

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Family Office Club Conference Features Omnia CEO Steven Wagner

Omnia CEO Steven Wagner was recently part of a panel discussion at the fourth annual Family Office Super Summit in […]

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Omnia Family Wealth Shortlisted for the 2018 Family Wealth Report Awards

We are pleased to announce that Omnia Family Wealth has been shortlisted for the Family Wealth Report Awards in the […]

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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.

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