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.

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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 & MEDIA HIGHLIGHTS

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

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Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Michael Wagner Comments on Short-term Treasury Market in Bloomberg

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Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

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Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

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Omnia Observations: Turbulent Times And Silver Linings

Omnia Observations: Turbulent Times And Silver Linings

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Michael Wagner Explains the Benefits of GRATs in Financial Planning

Michael Wagner Explains the Benefits of GRATs in Financial Planning

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Harnessing Innovation to Prevent Tragedy: Gary Mendell on Shatterproof

Harnessing Innovation to Prevent Tragedy: Gary Mendell on Shatterproof

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Investing Amid Stagflation: US Wealth Managers’ Perspectives

Investing Amid Stagflation: US Wealth Managers’ Perspectives

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Navigating an Uncertain Future

Navigating an Uncertain Future

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