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

Listen

We work
transparently

You always understand how you are invested and how much you are paying

Listen

We provide
information

So you feel confident to make informed decisions

Listen

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.

View All Observations

Featured In

Omnia Family

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 More

NEWS & MEDIA HIGHLIGHTS

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
2021 Investment Outlook: Inflation

2021 Investment Outlook: Inflation

Read More
Consider the Source: Fixed-Income Alternatives

Consider the Source: Fixed-Income Alternatives

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
Michael Wagner Discusses SPAC Concerns with Family Wealth Report

Michael Wagner Discusses SPAC Concerns with Family Wealth Report

Read More
Michael Wagner Explains the Difference Between Family Office Types with Family Wealth Report

Michael Wagner Explains the Difference Between Family Office Types with Family Wealth Report

Read More
Markets and Asset Allocation in 2021

Markets and Asset Allocation in 2021

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