Family Wealth Report – New MFO Lands In Florida 

Eliane Chavagnon, Editor – Family Wealth Report, September 9, 2015

Florida Map

Omnia Family Wealth has become the latest multi-family office in the Sunshine State to launch through Dynasty.

A new multi-family office called Omnia Family Wealth has launched in Aventura, FL, through Dynasty Financial Partners.

Omnia was founded by former Merrill Lynch private wealth advisors Steven and Michael Wagner. The father-son team are joined at Omnia by co-founder and managing director of wealth structure and planning, Ivan Hernandez; director of client services, Diana Torre; and director of operations, Cherie Cohen.

All of them have worked together for years at Merrill Lynch and UBS.

“At Omnia, we believe that there is a great opportunity to expand our business in Florida, North Carolina and other states as families seek a family office approach to managing their wealth,” said Steven Wagner, co-founder and CEO of Omnia Family Wealth.

Omnia Family Wealth, with $1.4 billion in AuM, will use Dynasty’s investment platform, and has selected both Fidelity and Pershing for custody services.

Last week, a group of former Wells Fargo Advisors launched an independent advisory firm with $250 million in clients assets through Dynasty.

 

Receive for Insights

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Michael Wagner Explains the Role of a Portfolio Manager to U.S. News & World Report

Michael Wagner Explains the Role of a Portfolio Manager to U.S. News & World Report

Read More
Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2021 RIA Ranking

Read More
Michael Wagner on Fox Business: Warnings from the Bond Market

Michael Wagner on Fox Business: Warnings from the Bond Market

Read More
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

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

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

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

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

Read More
Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

Michael Wagner Discusses the Increased Interest in Municipal Bonds with Bloomberg

Read More
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

Read More
Michael Wagner to Receive Leadership Award from the Greater Miami Jewish Federation

Michael Wagner to Receive Leadership Award from the Greater Miami Jewish Federation

Read More
©2021 Omnia Family Wealth, All Rights Reserved.