Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website.

# Omnia Wealth

## Sitemaps
[XML Sitemap](https://omniawealth.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Omnia Family Wealth Recognized on Financial Advisor Magazine’s 2026 Top RIAs List](https://omniawealth.com/omnia-family-wealth-recognized-on-financial-advisor-magazines-2026-top-rias-list/): Omnia Family Wealth is honored to once again be named on Financial Advisor Magazine's list of America's Top RIAs.
- [DEFENSE TECH: THE CONVERGENCE CYCLE](https://omniawealth.com/defense-tech-the-convergence-cycle/): By: Alon Ozer & Lawrence Muscant
- [Webinar Replay: The Transatlantic Alliance: Economics, Security & Strategy](https://omniawealth.com/webinar-replay-the-transatlantic-alliance-economics-security-strategy/): Omnia recently hosted a private discussion with Partner and Executive Vice President Lawrence Muscant and David F. Siegel, President of ELNET-US, on the forces reshaping Europe and what they mean for investors.
- [THE CATCH-22 OF INVESTING IN ARTIFICIAL INTELLIGENCE](https://omniawealth.com/the-catch-22-of-investing-in-artificial-intelligence/): By: Alon Ozer, Chief Investment Officer
- [Omnia Family Wealth Recognized as a Finalist for 2026 Family Wealth Report Awards](https://omniawealth.com/omnia-family-wealth-recognized-as-a-finalist-for-2026-family-wealth-report-awards/): We are honored to announce that Omnia Family Wealth has been named a finalist for the 2026 Family Wealth Report Awards in three categories, including Multi-Family Office (up to and including $2.5 billion AuM/AuA) and Alternative Asset Manager. We're also proud to announce that Alon Ozer has been named a finalist for Outstanding CIO.
- [Webinar Replay: A System Under Strain — War, Energy, and the Global Economic Order](https://omniawealth.com/webinar-replay-a-system-under-strain-war-energy-and-the-global-economic-order/): Omnia recently hosted a private briefing on the conflict involving the U.S., Israel, and Iran with  Lawrence Muscant and Dr. Jonathan Schanzer, Executive Director of the Foundation for Defense of Democracies and former Finance Analyst at the U.S. Treasury Department.
- [PRIVATE CREDIT: DATA, DISCIPLINE, AND DIVERSIFICATION](https://omniawealth.com/private-credit-data-discipline-and-diversification/): By: Alon Ozer, Chief Investment Officer
- [IT’S TIME FOR HEALTH CARE TO PUT BRAIN HEALTH FRONT AND CENTER](https://omniawealth.com/its-time-for-health-care-to-put-brain-health-front-and-center/): By: Lawrence Muscant, Executive Vice President
- [Omnia Family Wealth’s Michael Wagner Featured in MSN](https://omniawealth.com/omnia-family-wealths-michael-wagner-featured-in-msn/): Michael Wagner, co-founder and COO of Omnia Family Wealth, was recently featured in an MSN article regarding Gen Z entrepreneurs and their shaping of the American economy.
- [Omnia Family Wealth’s Michael Wagner Featured on CNBC](https://omniawealth.com/omnia-family-wealths-michael-wagner-featured-on-cnbc/): Michael Wagner, co-founder and COO of Omnia Family Wealth, recently joined CNBC to discuss what lower interest rates could mean for investors and families.
- [PRIVATE CREDIT: OPPORTUNITY AND THE CRITICAL ROLE OF MANAGER SELECTION](https://omniawealth.com/private-credit-opportunity-and-the-critical-role-of-manager-selection/): By: Lawrence Muscant, Executive Vice President
- [Omnia Family Wealth’s Michael Wagner Featured in Barron’s](https://omniawealth.com/omnia-family-wealths-michael-wagner-featured-in-barrons/): Michael Wagner, co-founder and COO of Omnia Family Wealth, was recently featured in Barron's sharing his perspective on risk management as equity markets reach record highs.
- [Omnia Family Wealth’s Lawrence Muscant Explores Geopolitical Forces Shaping Capital Markets](https://omniawealth.com/omnia-family-wealths-lawrence-muscant-explores-geopolitical-forces-shaping-capital-markets/): Family offices today face more than shifting markets. They operate in a world shaped by global politics. Military conflicts, trade policies, elections, and regulatory changes are now among the most important drivers of capital flows, supply chains, and investment opportunities.
- [Grateful for Ten Years Together](https://omniawealth.com/grateful-for-ten-years-together/): This September marks 10 years since Omnia Family Wealth was founded.
- [Omnia Family Wealth Named to Financial Advisor Magazine’s 2025 Top RIA List](https://omniawealth.com/omnia-family-wealth-named-to-financial-advisor-magazines-2025-top-ria-list/): Omnia Family Wealth has again earned a place on Financial Advisor Magazine's 2025 list of America's Top RIAs.
- [BEYOND THE HEADLINES: HOW GEOPOLITICS MOVES MARKETS](https://omniawealth.com/beyond-the-headlines-how-geopolitics-moves-markets/): By: Lawrence Muscant, Partner, Executive Vice President
- [Michael Wagner Featured in MarketWatch: Reading Forecasts Without Being Misled](https://omniawealth.com/michael-wagner-featured-in-marketwatch-reading-forecasts-without-being-misled/): Financial headlines often come with strong predictions. Some are grounded in data, others are built on opinion. But how can investors distinguish between them?
- [Omnia Family Wealth Featured in Family Wealth Report’s Acclaim 2025](https://omniawealth.com/omnia-family-wealth-featured-in-family-wealth-reports-acclaim-2025/): Omnia Family Wealth is proud to be featured in Acclaim 2025, Family Wealth Report's annual editorial showcase recognizing standout firms in the industry.
- [Omnia Honored at the 2025 Family Wealth Report Awards](https://omniawealth.com/omnia-honored-at-the-2025-family-wealth-report-awards/): We are proud to share that Omnia Family Wealth has been recognized at the 2025 Family Wealth Report Awards.
- [COO Michael Wagner Featured in U.S. News & World Report: 10 Best Investments to Watch in 2025](https://omniawealth.com/coo-michael-wagner-featured-in-u-s-news-world-report-10-best-investments-to-watch-in-2025/): As markets continue to shift under the weight of inflation, geopolitical tensions and changing interest rates, investors are re-evaluating how and where to allocate capital.
- [Michael Wagner, COO of Omnia Family Wealth, Featured in ETF.com on Gold Valuation and Portfolio Rebalancing](https://omniawealth.com/michael-wagner-coo-of-omnia-family-wealth-featured-in-etf-com-on-gold-valuation-and-portfolio-rebalancing/): Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, was recently featured in an ETF.com article exploring the implications of gold reaching new all-time highs.
- [TRUMP’S TARIFF STRATEGY: A Comprehensive Overview](https://omniawealth.com/trumps-tariff-strategy-a-comprehensive-overview/): By: Alon Ozer, Chief Investment Officer and Lawrence Muscant, Executive Vice President
- [The Exit Trap: Avoiding the Illusion of Forever Wealth](https://omniawealth.com/the-exit-trap-avoiding-the-illusion-of-forever-wealth/): By: Alon Ozer, Chief Investment Officer
- [Omnia Family Wealth Recognized as a Finalist for the 2025 Family Wealth Report Awards](https://omniawealth.com/omnia-family-wealth-recognized-as-a-finalist-for-the-2025-family-wealth-report-awards/): We are honored to announce that Omnia Family Wealth has been named a finalist for the 2025 Family Wealth Report Awards in seven categories: Multi-Family Office (up to and including $2.5 billion AuM/AuA), Family Wealth Counselling, Philanthropy Advice, Alternative Asset Manager and Private Client Investment Platform. We're also proud to announce that Alon Ozer has been named a finalist for Outstanding CIO (Chief Investment Officer) and Co-founder and COO, Michael Wagner, is a finalist for Leading Individual (MFO).
- [Michael Wagner, COO of Omnia Family Wealth Featured in Barron’s](https://omniawealth.com/michael-wagner-coo-of-omnia-family-wealth-featured-in-barrons/): Michael Wagner, co-founder of Omnia Family Wealth, was recently featured in Barron's for his insights on handling requests for financial support from friends and family after receiving a significant windfall.
- [AI: Key Insights for Investors](https://omniawealth.com/ai-key-insights-for-investors/): By: Alon Ozer, Chief Investment Officer
- [COO Michael Wagner of Omnia Family Wealth Featured in U.S. News & World Report](https://omniawealth.com/coo-michael-wagner-of-omnia-family-wealth-featured-in-u-s-news-world-report/): Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, was recently quoted in a U.S. News & World Report article discussing the effects of declining interest rates on real estate and broader financial sectors.
- [Interest Rates, Real Rates and the Yield Curve: A Play Book for the Current Economic Cycle](https://omniawealth.com/interest-rates-real-rates-and-the-yield-curve-a-play-book-for-the-current-economic-cycle/): BY ALON OZER AND LAWRENCE MUSCANT
- [Omnia Family Wealth Featured in Citywire](https://omniawealth.com/omnia-family-wealth-featured-in-citywire/): Omnia Family Wealth was featured in a recent Citywire article highlighting our latest strategic addition, Lawrence Muscant, as Executive Vice President. Citywire highlights Lawrence Muscant's impressive career and the foreign policy expertise he brings to our wealth management strategy.
- [Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report](https://omniawealth.com/omnia-family-wealths-coo-michael-wagner-shares-insights-in-u-s-news-world-report/): Michael Wagner, chief operating officer at Omnia Family Wealth, was recently featured in a U.S. News & World Report article examining investment strategies of high-net-worth individuals. The piece explores diverse approaches to portfolio construction, challenging common assumptions about billionaire investment patterns.
- [Omnia Family Wealth Recognized Among America’s Top RIAs of 2024](https://omniawealth.com/omnia-family-wealth-recognized-among-americas-top-rias-of-2024/): We are honored to announce that Omnia Family Wealth has been named in Financial Advisor Magazine's prestigious America's Top RIAs of 2024 list.
- [Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President](https://omniawealth.com/omnia-family-wealth-announces-lawrence-muscant-as-executive-vice-president/): July 18, 2024 - Omnia Family Wealth is pleased to announce the appointment of Lawrence Muscant as Executive Vice President, effective July 15, 2024. With an extensive economics, geopolitics, and business management background, Muscant brings experience and expertise to the Omnia Family Wealth team.
- [Omnia Family Wealth Featured in Family Wealth Report Awards – Acclaim 2024](https://omniawealth.com/omnia-family-wealth-featured-in-family-wealth-report-awards-acclaim-2024/): We are thrilled to announce that Omnia Family Wealth has been featured in the prestigious Acclaim 2024. The feature celebrates our recognition at the 2024 Family Wealth Report Awards, where Michael Wagner, Co-Founder and COO, won in the category of Rising Star Under 40.
- [Michael Wagner Wins Rising Star Under 40 award at the 2024 Family Wealth Report Awards](https://omniawealth.com/michael-wagner-wins-rising-star-under-40-award-at-the-2024-family-wealth-report-awards/): Congratulations to Michael Wagner, co-founder and COO of Omnia Family Wealth, for winning last night's Rising Star Under 40 award at the 2024 Family Wealth Report Awards.
- [Deep Tech Renaissance](https://omniawealth.com/deep-tech-renaissance/): The geopolitical and economic world order that has been supporting the global tech industry in recent decades is changing fast. Trends of deglobalization, increased nationalism, the changing monetary landscape across countries, falling demographics, and significant amounts of debt, will force the venture industry to adjust, at best, or reinvent itself altogether.
- [Michael Wagner in U.S. News & World Report: Biotech ETFs](https://omniawealth.com/michael-wagner-in-u-s-news-world-report-biotech-etfs/): Navigating the biotech sector can be daunting due to its high-risk, high-reward nature. This crucial part of the healthcare sector is divided into equipment and services, pharmaceuticals and biotechnology. The latter, often referred to as biotech, involves companies developing investigational treatments with potential remarkable returns upon approval.
- [Omnia Family Wealth Recognized as a Finalist for the 2024 Family Wealth Report Awards](https://omniawealth.com/omnia-family-wealth-recognized-as-a-finalist-for-the-2024-family-wealth-report-awards/): We are pleased to announce that Omnia Family Wealth has been named a finalist for the 2024 Family Wealth Report Awards in the following categories: Best Multi-Family Office, Alternative Asset Manager, Outstanding CIO and Rising Star Under 40.
- [Michael Wagner Weighs in on Mutual Funds in U.S. News & World Report](https://omniawealth.com/michael-wagner-weighs-in-on-mutual-funds-in-u-s-news-world-report/): When it comes to selecting the right mutual fund, there are specific attributes that can enhance the attractiveness of a particular fund company's offerings. Cost, accessibility and a diverse range of options are all important factors in selecting the right fund. To help investors, U.S. News & World Report spoke with Michael Wagner, co-founder of Omnia Family Wealth, to get his take on the best Charles Schwab mutual funds in 2024.
- [Michael Wagner in U.S. News & World Report: Navigating Risk and Return in High-Yield Bonds](https://omniawealth.com/michael-wagner-us-news-world-report-high-yield-bonds/): In investing, bonds are often seen as a low-risk, low-reward endeavor. However, it doesn’t have to be that way. Investors hold the power to control risk and return levels with two levers. The first is duration, which affects how sensitive bonds will likely be to interest rate changes. The second is credit quality.
- [Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future](https://omniawealth.com/nasdaw-how-millennials-can-secure-financial-future/): The Silent Generation, baby boomers, Generation X and millennials in the U.S. currently hold roughly $156 trillion in assets. While this may seem like more than enough wealth to go around, it is not distributed evenly across all generations. Millennials are the hardest hit, having only about 6% of all U.S. wealth, while boomers hold 53%, Generation X has 28% and 13% is in the hands of the Silent Generation.
- [Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million](https://omniawealth.com/michael-wagner-us-news-how-to-retire-at-65-with-2-million/): Accumulating $2 million in savings for retirement might seem like a significant achievement, but in today’s inflationary and volatile environment, it likely won’t get you as far as it used to – especially if you manage it incorrectly. Considering that U.S. retirees now often live two to three decades post-retirement, this financial risk is substantial. Fortunately, there are strategies to ensure that your retirement fund can go the extra mile. U.S. News & World Report turned to Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, to uncover what you need to know.
- [Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet](https://omniawealth.com/omnia-family-wealth-in-gobankingrates-how-a-richcession-can-affect-your-wallet/): As the odds that a recession will hit the U.S. begin to subside, some experts are noticing that one segment of the population is already experiencing the effects of a downturn: wealthy families. Known as a "richcession,” these impacts will likely persist even as overall recession fears continue to fade. To help affluent investors better understand how this richcession may affect their finances, GoBankingRates spoke with Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth.
- [Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?](https://omniawealth.com/omnia-family-wealth-in-nasdaq-will-student-loan-payments-spark-a-recession/): The time for student loan repayments, which were temporarily paused during the pandemic, to resume is almost here, with loan interest restarting on September 1, 2023, and payments due in October. According to economist David Rosenberg, this resumption and the Federal Reserve’s aggressive rate hike campaign will fuel a consumer-led recession. But is this really the case?
- [Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?](https://omniawealth.com/international-business-times-chinas-woes-rate-hike-pause/): The annual Jackson Hole economic meetings held by the U.S. Federal Reserve are closely monitored on Wall Street. During these meetings, the head of the world's most influential central bank evaluates global and domestic macroeconomics. Crucial policy changes that significantly impact financial markets are typically also announced here.
- [Omnia Family Wealth in CBS MoneyWatch: The Secret to Growing Wealth](https://omniawealth.com/cbs-moneywatch-the-secret-to-growing-wealth/): If you have financial goals, whether it is ensuring wealth for multiple generations or simply offsetting the impacts of today’s economy, there are ways for you to grow your assets to achieve peace of mind that your needs will be met. It’s all just a manner of choosing the proper strategies. To help you get started, CBS MoneyWatch spoke with Omnia Family Wealth for insight on some of the most lucrative avenues to explore to grow your wealth.
- [Omnia Family Wealth Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine](https://omniawealth.com/omnia-family-wealth-named-among-americas-top-rias-of-2023-by-financial-advisor-magazine/): We are pleased to announce that Financial Advisor Magazine has named Omnia Family Wealth on its list of America’s Top RIAs of 2023, an annual ranking of the most elite, independent advisory firms across the country. The ranking is based on firms’ assets under management, among various other factors.
- [Michael Wagner in U.S. News & World Report: How to Reduce Investment Opportunity Cost](https://omniawealth.com/michael-wagner-in-u-s-news-world-report-how-to-reduce-investment-opportunity-cost/): Sometimes it feels as if there is nothing worse than missing out on a high-flying investment. However, if you ever are able to catch a big winner early, it may do more harm than good if you avoid to consider its opportunity cost, which represents the foregone benefits from not choosing the next best alternative investment option. Fortunately, there are some ways that investors can minimize opportunity cost in their portfolios. U.S. News & World Report turned to Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, to find out how.
- [Michael Wagner in Yahoo! Finance and GOBankingRates: Why Gen Zers Are the Most Entrepreneurial](https://omniawealth.com/michael-wagner-in-yahoo-finance-and-gobankingrates-why-gen-zers-are-the-most-entrepreneurial/): Amidst rapid technological advancements and a changing economic landscape, Gen Z has emerged as the trailblazing generation for entrepreneurship. In fact, surpassing all other age groups, a recent GOBankingRates survey found that 51% of 18- to 24-year-olds aspire to start their own businesses and 14% have already made this dream a reality. To discover the potential reasons behind Gen Z’s entrepreneurial spirit and what this may mean for the economy, Yahoo! Finance and GOBankingRates turned to Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, for insight.
- [Michael Wagner in MarketWatch: AI Usage Reaches New Heights on Wall Street](https://omniawealth.com/michael-wagner-marketwatch-ai-usage-new-heights-wall-street/): JPMorgan Chase & Co. is seemingly leading the way in using artificial intelligence (AI) for investment research after unveiling that it is now producing AI-generated research notes of human-produced reports and linking them within the firm's Cross Asset Spotlight. To learn more about this significant step forward in the AI revolution on Wall Street, MarketWatch spoke with Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, for insight.
- [Michael Wagner LIVE on CBS12 News: What Retirees Need to Know About Investing in the Stock Market](https://omniawealth.com/michael-wagner-live-cbs12-news-retirees-know-about-investing/): Across the country, financial experts are witnessing a shocking trend, as more and more retirees turn to the stock market in an attempt to grow their wealth in retirement. However, rolling the dice on 401(k)s can often bring more financial turmoil than valuable returns.
- [Michael Wagner in CBS MoneyWatch: Do’s and Don’ts for Gold Investing](https://omniawealth.com/michael-wagner-cbs-moneywatch-dos-donts-gold-investing/): As economic uncertainty seemingly becomes the new normal of 2023, Americans are increasingly searching for ways to protect their wealth by investing in gold. While gold is historically seen as a safe haven investment during economic downturns and global unrest, there are still risks associated with allocating toward this precious metal. CBS MoneyWatch spoke with Michael Wagner, co-founder of Omnia Family Wealth, to learn about some do’s and don’ts for effectively investing in gold.
- [Michael Wagner in The National Desk: Will June’s Jobs Report Impact Future Rate Hikes?](https://omniawealth.com/michael-wagner-the-national-desk-junes-jobs-report-impact-rate-hikes/): In a recent interview with The National Desk, Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, shares his expert opinion on the potential impact of the job market cooling down and its effect on the Federal Reserve's interest rate decisions.
- [Michael Wagner in GOBankingRates: Why Retirees Can’t Let Go of Their Stock Market Habits](https://omniawealth.com/michaelw-wagner-go-banking-rates-why-retirees-cant-let-go-stock-market-habits/): A volatile stock market, persistent inflation and rising rates have caused many American retirees to feel an unwanted strain on their wealth and retirement. However, despite all this economic uncertainty, retirees surprisingly cannot let go of their stock market habits. Interestingly, despite stock ownership rates among the majority of significant demographic groups reverting to levels comparable to those observed during the 2008 financial crisis, nearly two-thirds of Americans aged 65 or older retain ownership of stocks, as revealed by a Gallup survey. To dive deeper into this phenomenon, GOBankingRates turned to Michael Wagner, co-founder and chief operating officer of Omnia Family Wealth, for insight.
- [Monetary Shenanigans: Credit, Collateral and the Banking System](https://omniawealth.com/monetary-shenanigans/): The U.S. Treasury market has delivered unexpected twists and turns over the past few months, keeping even the most experienced investors on their toes.
- [Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner](https://omniawealth.com/cracking-the-code-of-high-yield-bonds-expert-guidance-from-michael-wagner/): Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, is mentioned in a recent U.S. News & World Report article, discussing 7 of the Best High-Yield Bond Funds. He provides insights on fixed-income investments, specifically focusing on these high-yield bonds. According to Wagner, high-yield bonds are corporate bonds with credit ratings below BBB from two out of three recognized credit-rating agencies. He explains that investing in high-yield bonds involves a higher level of credit risk and the possibility of a complete loss if the issuing company defaults on its debt.
- [Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?](https://omniawealth.com/michael-wagner-on-the-national-desk-what-happens-if-the-us-defaults-on-its-debt/): On June 1, the U.S. could come face-to-face with an unprecedented debt default if the White House and lawmakers do not reach a compromise to raise the debt ceiling. While the markets have seemingly remained unbothered by this possibility thus far, what might happen if a default does occur? The National Desk turned to Michael Wagner, chief operating officer of Omnia Family Wealth, for insight on what investors like you need to know.
- [Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing](https://omniawealth.com/michael-wagner-in-u-s-news-world-report-low-index-funds/): Michael Wagner, the co-founder and COO at Omnia Family Wealth, was recently featured in U.S. News & World Report, highlighting a recent report by S&P Dow Jones Indices' SPIVA Scorecard that revealed 93.4% of large-cap funds underperformed the S&P 500 over the trailing 15 years. This indicates that most retail investors and professional fund managers will likely fail to outperform an index consistently over the long run. Wagner believes in focusing on what Omnia can control when it comes to investing, which generally involves the risks taken, expenses incurred and taxes paid. To keep these variables under control, few investment products do a better job than index funds.
- [Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community](https://omniawealth.com/michael-wagner-in-the-miami-herald-strengthening-bonds-within-the-jewish-community/): Michael Wagner, chief operating officer and co-founder of Omnia Family Wealth, was recently discussed in a Miami Herald article, highlighting the Jewish Federation of Greater Miami's mission to Israel on the 75th anniversary of the independence of Israel. Wagner, who graduated from the Young Leadership Division and joined the Federation's Board of Directors, is finding a purpose on the journey. He is co-chair of the Mega Mission and noted that the Federation has been supportive in putting younger people in positions of responsibility. Rabbi Adam Gindea of the Center for Jewish Life explained that the Miami community is uniquely pro-Israel, which fosters a deeper connection to their ancestral homeland. The Miami mission was described as an exploration of identity and tradition, and it offered opportunities for Jewish experiences and philanthropy to those who yearned for them.
- [Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program](https://omniawealth.com/michael-wagner-earns-acceptance-into-the-prestigious-wexner-heritage-program/): Omnia Family Wealth is proud to announce that our co-founder and chief operating officer, Michael Wagner, has been accepted into the prestigious Wexner Heritage Program. This two-year educational experience focuses on Jewish learning and leadership training, and only twenty outstanding and diverse Jewish volunteer leaders are chosen from a given city. The program provides an opportunity for Michael to create strong bonds with volunteer leaders who live in the same Jewish community, expand his vision of Jewish volunteerism, deepen his Jewish knowledge and confidence and inspire him to exercise transformative leadership in the Jewish community.
- [Michael Wagner in Startup Savant: What Bank Failures Mean for Startups](https://omniawealth.com/michael-wagner-startup-savant-bank-failures-mean-startups/): The recent collapse of Silicon Valley Bank and Credit Suisse could be affecting early-stage businesses.
- [Rising Interest Rates & Tightened Lending: Understanding The Effects Of The Fed’s Fight Against Inflation](https://omniawealth.com/rising-interest-rates-tightened-lending-understanding-the-effects-of-the-feds-fight-against-inflation/): With the sudden collapse of Silicon Valley Bank (SVB) and Signature Bank (SB), many investors are beginning to ask the question of whether we see a rehash of 2008. While the short answer to this question is “no,” as the circumstances are fundamentally different, it is clear that, like in 2008, a bad economic environment is being intensified by fundamental problems in the monetary system. To fight inflation, the Fed is forced to balance its strategy between increasing interest rates and tightening lending. Both scenarios can cause downstream effects on the economy, providing challenges and opportunities for savvy investors. Maintaining a prudent risk management strategy for investments is extremely important and will remain so going forward.
- [OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023](https://omniawealth.com/omnia-family-wealth-ceo-steven-wagner-named-among-barrons-top-advisors-of-2023/): We are proud to announce that Omnia Family Wealth Co-Founder and CEO Steven Wagner has been named on Barron’s America’s Top 1,200 Financial Advisors 2023 list. This is Wagner’s ninth consecutive appearance on the prestigious list.
- [Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks](https://omniawealth.com/michael-wagner-in-the-street-opportunities-risks-and-back-up-banks/): As the fallout from the Silicon Valley Bank collapse continues, Omnia Family Wealth Co-Founder Michael Wagner shared insights with TheStreet about opportunities and risks he sees in the current environment.
- [Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State](https://omniawealth.com/michael-wagner-barrons-things-consider-retiring-to-sunshine-state/): As people continue to move their families and businesses to Florida, Omnia Family Wealth Co-Founder Michael Wagner has been busy with new clients who are enjoying certain tax benefits and sunshine.
- [Investing in Short-Term Treasuries](https://omniawealth.com/investing-in-short-term-treasuries/): In this latest installment of "Consider the Source," Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, discusses the benefits of investing in short-term Treasuries.
- [Michael Wagner Discusses “Safer” Investment Strategies with Yahoo! Finance](https://omniawealth.com/michael-wagner-discusses-safer-investment-strategies-with-yahoo-finance/): As market volatility persists, Omnia Family Wealth Co-Founder Michael Wagner is discussing “safer” investment strategies like fixed income. In a recent interview with Yahoo! Finance, Wagner shared insight into which strategies he’s looking at right now and why treasuries could yield returns in the current market environment.
- [Michael Wagner on CBS12 Sunday Morning News live](https://omniawealth.com/michael-wagner-on-cbs12-sunday-morning-news-live/): With inflation on the rise, finding ways to save and invest in turbulent markets is on the minds of many. Omnia Family Wealth Co-Founder Michael Wagner joined CBS12 Sunday Morning News live to share insights with the local South Florida audience.
- [What Investors Should Know in 2023](https://omniawealth.com/what-investors-should-know-in-2023/): In part II of Omnia’s year in review video series, Omnia Family Wealth Co-Founder Michael Wagner is joined once again by Omnia Chief Investment Officer Alon Ozer. In this video, Ozer discusses potential opportunities in the coming year in both public and private markets, how a recession might affect markets, strategies to avoid in 2023, and more.
- [The U.S. Economy and the Wheelchair Effect](https://omniawealth.com/us-economy-wheelchair-effect/): Let me use a metaphor to better explain what I think is happening to the U.S. economy today.
- [What Worked for Investors in 2022](https://omniawealth.com/what-worked-for-investors-in-2022/): In this first installment of Omnia’s year-in-review video series, Omnia Family Wealth Co-Founder Michael Wagner and Chief Investment Officer Alon Ozer sit down to discuss what worked for investors in 2022. In this video, Ozer offers his perspective on why commodities, energy and certain other asset classes worked better than traditional stock and bond investing this year, how inflation affected the commodities market, and more.
- [Art As An Investment with Laura Raiffe](https://omniawealth.com/art-as-an-investment-with-laura-raiffe/): In this Omnia Family Wealth Conversation, Omnia Co-Founder Michael Wagner sits down with Laura Raiffe, founder & CEO of Art Market Liaison, an art advising business that helps collectors and their professional advisors achieve top results on the sale or acquisition of their art, jewelry and design collections. Just in time for Art Basel, these two South Florida industry professionals discuss strategic investing in art, tips for selling art, how to navigate the Art Basel shows, and more.
- [Michael Wagner Shares Insights into the Labor Market and Consumer Spending With The National Desk](https://omniawealth.com/michael-wagner-shares-insights-into-the-labor-market-and-consumer-spending-with-the-national-desk/): Following the latest Federal Reserve 0.75-point interest rate hike, stocks tumbled, erasing recent gains. Given the growing concern among investors about a possible looming recession, The National Desk (TND) turned to Omnia Family Wealth Co-Founder Michael Wagner to discuss strategies to beef up savings and protect wealth.
- [Investing In Real Estate With Matthew Adler](https://omniawealth.com/real-estate-investing-matthew-adler/): https://www.youtube.com/watch?v=AtmIZp152Xs&t=1s&ab_channel=OmniaFamilyWealth
- [Investing in the Free (Market) World](https://omniawealth.com/investing-in-the-free-market-world/): Our history has shown time and again that free-market practice has, in almost every circumstance, lifted people out of poverty, cultivated a strong and resilient middle class, created wealth, and raised the overall standard of living wherever adopted. By focusing on competition, innovation and entrepreneurship, free-market economics has allowed individuals to leverage their genius and diligence to transcend their social status, allowing their best ideas and contributions to stand with equal footing within the marketplace of ideas.
- [Michael Wagner on the Evolution of Operations Management at Omnia on The COO Roundtable Podcast](https://omniawealth.com/michael-wagner-on-the-evolution-of-operations-management-at-omnia-on-the-coo-roundtable-podcast/): Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, recently sat down for a discussion on The COO Roundtable, a podcast hosted by Matt Sonnen and powered by PFI Advisors.
- [Michael Wagner Talks Treasury Bonds in Investor’s Business Daily](https://omniawealth.com/michael-wagner-talks-treasury-bonds-in-investors-business-daily/): Omnia Family Wealth Chief Operating Officer and Co-Founder Michael Wagner recently commented on bonds in Investor's Business Daily.
- [Michael Wagner Comments on the Federal Reserve Interest Rate Hikes in The National Desk](https://omniawealth.com/michael-wagner-comments-on-the-federal-reserve-interest-rate-hikes-in-the-national-desk/): Omnia Family Wealth Chief Operating Officer and Co-Founder Michael Wagner recently spoke to The National Desk in response to the Federal Reserve raising benchmark interest rates by another 75 basis points.
- [The Successful Entrepreneur Turned Turkey](https://omniawealth.com/the-successful-entrepreneur-turned-turkey/): Picture this: You are a successful entrepreneur. You just had your first exit six months ago. After building your company for nine and a half long years of hard work and much personal sacrifice, you took your company public. The majority of your wealth is still in company stocks, but you took out enough to be able to live comfortably, have money aside for the kids' tuition at an Ivy League school, move to a larger house with more amenities and take some trips with your spouse or partner to places you always wanted to travel together.
- [Consider the Source: Allocating During a Recession](https://omniawealth.com/consider-the-source-allocating-during-a-recession/): In our recent episode of “Consider the Source,” Omnia Co-Founder and Chief Operating Officer Michael Wagner discusses a couple of options to consider looking into if you’d like to feel more defensive when it comes to your portfolio in the event of a recession.
- [Consider The Source: Treasuries](https://omniawealth.com/consider-the-source-treasuries/): In this episode of “Consider the Source,” Michael Wagner, Chief Operating Officer at Omnia Family Wealth, talks Treasuries and why they may be a good investment.
- [Consider the Source: Why Long-Term Investors Should Not Fear a Recession](https://omniawealth.com/consider-the-source-why-long-term-investors-should-not-fear-a-recession/): In this episode of “Consider the Source,” Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth discusses a topic that is currently top of mind for most investors: recession.
- [Q2 2022 Ended. It’s Again Time for Us to NOT Share Our Quarterly Outlook](https://omniawealth.com/q2-2022/): The first half of 2022 is behind us, and it is that time again when many investment firms release their “outlook” and “projections” for the rest of the year and beyond. Most quarterly letters we see discuss whether the US is heading into a recession, if and when the Fed stops raising rates, will inflation ease, by how much, and so on. We don’t.
- [Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking](https://omniawealth.com/omnia-family-wealth-recognized-in-financial-advisor-magazines-2022-ria-ranking/): We are pleased to announce that Omnia Family Wealth has been named among the top Registered Investment Advisors by Financial Advisor magazine’s 2022 RIA ranking, an annual list that ranks the most elite independent advisory firms across the United States. The ranking is based on firms’ assets under management and various other factors.
- [Michael Wagner Comments on Short-term Treasury Market in Bloomberg](https://omniawealth.com/michael-wagner-comments-on-short-term-treasury-market-in-bloomberg/): Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, commented on the short-term treasury market in the wake of Fed tightening this week.
- [Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s](https://omniawealth.com/michael-wagner-on-the-importance-of-flexibility-in-attracting-young-advisors-in-barrons/): As more and more wealth passes through to younger generations, it is important that advisors are able to relate to these young inheritors of wealth. However, according to Barron’s, many firms are struggling to attract employees who look like—and know how to communicate with—next-generation clients.
- [Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money](https://omniawealth.com/michael-wagner-shares-financial-moves-for-retiring-smoothly-in-a-bear-market-with-money/): Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth, recently spoke to Money to share some financial moves to make when retiring in a bear market.
- [Omnia Observations: Turbulent Times And Silver Linings](https://omniawealth.com/turbulent-times/): With the S&P 500 index down over 20% year-to-date, by one definition, we have officially entered bear market territory.  At the same time, the bond market, once a faithful fixed income allocation to balance equities risk, is also in a freefall. Today, many investors are wondering (with good reason) where, if anywhere, to deploy capital and mitigate their losses. To begin answering this important question, it is helpful to better understand how we got here.
- [Michael Wagner Explains the Benefits of GRATs in Financial Planning](https://omniawealth.com/michael-wagner-explains-the-benefits-of-grats-in-financial-planning/): Recent market volatility has some investors looking toward GRATs, grantor-retained annuity trusts, as a tax-efficient opportunity to use volatility in their favor and minimize estate tax exposure. Financial Planning reached out to Omnia Family Wealth Co-Founder Michael Wagner for his take on GRATs and how they can benefit high net worth families.
- [Harnessing Innovation to Prevent Tragedy: Gary Mendell on Shatterproof](https://omniawealth.com/gary-mendell-on-shatterproof/): In the latest episode of Consider the Source, we hear how a devastating personal tragedy sent a successful entrepreneur and devoted father on a mission to create real systemic change in the addiction space. Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner interviews Gary Mendell, co-founder of HEI Hotels & Resorts and Founder and CEO of Shatterproof.
- [Investing Amid Stagflation: US Wealth Managers’ Perspectives](https://omniawealth.com/investing-amid-stagflation-us-wealth-managers-perspectives/): Family Wealth Report recently turned to Michael Wagner, co-founder at Omnia Family Wealth, for his views on the current market conditions and the risk of “stagflation” – rising inflation and a shrinking economy.
- [Navigating an Uncertain Future](https://omniawealth.com/navigating-an-uncertain-future/): According to American financial historian, economist, and educator Peter L. Bernstein, “The essence of risk management lies in maximizing the areas where we have some control over the outcome while minimizing the areas where we have absolutely no control over the outcome.”  It is through this approach to risk mitigation that well-designed portfolios protect investors from extreme market conditions. Rather than push investors to shoot for “the big score,” methodology-driven, diversified, and carefully invested portfolios are built to safely grow wealth regardless of the economic environment, while providing protection from random events that can have devastating impacts. Gamblers rarely hit the jackpot and treating portfolios like a unique stock or speculative fund is akin to treating a lottery ticket like an investment plan, no matter how lucrative the forecasts may appear to be.
- [Joe Lonsdale on Solving Big Problems: The Intersection of Philanthropy and Business](https://omniawealth.com/joelonsdale-part3/): In our newest video, renowned tech investor and entrepreneur Joe Lonsdale returns to speak with Omnia Family Wealth's Michael Wagner about the intersection of business and philanthropy. During the conversation, they speak about Lonsdale’s personal involvement in charitable work, the importance of a culture of positive impact when investing or building a company and inspiring the next generation of investors and entrepreneurs.
- [Omnia Observations: The United States vs. Oil and the Changing Macro Fundamentals](https://omniawealth.com/omnia-observations-the-united-states-vs-oil-and-the-changing-macro-fundamentals/): The world monetary system–by which I mean the dollar system, where most of the world's trade is done through the artery of global liquidity–has gotten much more complicated and fragile over the last two decades. In the 2008 financial crisis, the financial system broke down and was bailed out by central banks. Today, the system is challenged again for different reasons. Recent events increased the probability of changes and fragmentation in our existing monetary system. We may very well see changes in the way countries trade with each other, how central banks invest their reserves and an end of existing trading agreements leading to the formation of new ones. "There are decades where nothing happens; and there are weeks where decades happen." – Unknown
- [Joe Lonsdale on AI and the Future of Venture Investing](https://omniawealth.com/joelonsdale-part2/): Omnia Family Wealth's Michael Wagner welcomes back tech investor and entrepreneur Joe Lonsdale to continue their conversation. In the first video, Lonsdale shed insight into the history of technological waves and how they open the door for the creation of new businesses.
- [Joe Lonsdale on his Early Years of Harvesting Disruption](https://omniawealth.com/joelonsdale-part1/): Throughout the past 100 years, innovations in technology have led to the creation of new tech-based businesses and applications that have completely transformed our everyday lives. In this special episode of "Consider the Source," Omnia Family Wealth's Michael Wagner sits down with tech investor and entrepreneur Joe Lonsdale to discuss his career path, the reason he feels technology is so exciting, and the importance of mindset as an entrepreneur.
- [Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors of 2022](https://omniawealth.com/omnia-family-wealth-ceo-steven-wagner-named-among-barrons-top-advisors-of-2022/): We are proud to announce that Omnia Family Wealth Co-Founder and CEO Steven Wagner has been named on Barron’s America’s Top 1,200 Financial Advisors 2022 list. This is Wagner’s eighth consecutive appearance on the prestigious list.
- [Risk in Emerging Markets: Lessons from Russia, Turkey, Iran and China](https://omniawealth.com/emerging-markets/): To be clear, I am not arguing against investments in emerging markets. According to analysis by Credit Suisse, “as recently as 20 years ago, emerging markets made up less than 3% of world equity market capitalization and 24% of GDP. Today, they comprise 14% of the free-float investable universe of world equities and 43% of GDP.” Many investment professionals note that economic growth in emerging markets is expected to exceed growth in developed markets in the next few years. Emerging markets provide important diversification opportunities for U.S. investors as their economies are less correlated to U.S. markets as developed economies of the West. Emerging markets can also provide investors currency diversification when the U.S. dollar is weak. Done well, investments in emerging markets are an important component of a diversified portfolio. Investments in ETFs, mutual funds and through seasoned money managers – as opposed to picking individual stocks and bonds – can mitigate some risk.
- [Michael Wagner in MarketWatch: What Cautious Investors Need to Know About the Ukraine Crisis](https://omniawealth.com/michael-wagner-in-marketwatch-what-cautious-investors-need-to-know-about-the-ukraine-crisis/): Russia’s attack on Ukraine has caused great turbulence, destabilizing the lives of millions and causing a ripple effect in the financial markets.
- [CNBC Interviews Michael Wagner About Investment Mindset Amid Geopolitical Issues in Russia and Ukraine](https://omniawealth.com/investment-mindset-russia-and-ukraine/): When the U.S. announced harsh economic sanctions on Russia for its invasion of Ukraine, the effects were felt quite immediately in the stock market, as we saw steep declines and volatility before stock indexes rose on Thursday. CNBC turned to Michael Wagner, co-founder of Omnia Family Wealth, for his advice to investors.
- [Michael Wagner Explains Omnia’s Approach to Market Volatility to Financial Advisor](https://omniawealth.com/michael-wagner-explains-omnias-approach-to-market-volatility-to-financial-advisor/): Financial Advisor sat down with Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth to discuss the questions he is getting from clients related to the invasion of Ukraine by Russia and the volatility it could create.

## Pages
- [From Success to Significance: The Power of Purposeful Giving](https://omniawealth.com/from-success-to-significance-the-power-of-purposeful-giving/): OMNIA FAMILY WEALTH invites you to be inspired by a panel of extraordinary business leaders who have leveraged their success to create meaningful impact through philanthropy.
- [Awards Disclosures](https://omniawealth.com/awards-disclosures/)
- [Goals-Driven Investment Approach](https://omniawealth.com/goals-driven-investment-approach/): window.dataLayer = window.dataLayer || ; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'AW-691534388');
- [Making of An American Optimist](https://omniawealth.com/making-of-an-american-optimist/): window.dataLayer = window.dataLayer || ; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'AW-691534388');
- [test page](https://omniawealth.com/test-page/)
- [Financial Insights](https://omniawealth.com/shares-financial-insights/): window.dataLayer = window.dataLayer || ; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'AW-691534388');
- [Home v2](https://omniawealth.com/home-v2/)
- [Consider the Source](https://omniawealth.com/consider-the-source/): jQuery(document).on('ready ajaxComplete', function () { //Replace read more link text $(".et_pb_post a.more-link").html(function () { return $(this).html().replace('read more', 'Watch Here'); }); //Replace blog pagination text $(".et_pb_ajax_pagination_container .pagination a, .archive .pagination a, .search .pagination a").html(function () { return $(this).html().replace('«', '').replace('»', '').replace('Older Entries', 'Older Posts').replace('Next Entries', 'Newer Posts'); });});
- [test](https://omniawealth.com/test/)
- [Business Planning](https://omniawealth.com/entrepreneurs/)
- [COVID-19: An Update From Our CEO](https://omniawealth.com/covid-19-an-update-from-our-ceo/)
- [Home](https://omniawealth.com/)
- [Omnia Observations](https://omniawealth.com/observations/)
- [Family Business Planning](https://omniawealth.com/our-approach/for-business-owners/): We know from decades of experience that a closely-held business often represents a large percentage of a family’s assets, and while it can be passed to your heirs, circumstances often make this complicated. Sibling differences and professional interests can often complicate matters. We work with families to help them plan for the business transition in advance, so that all family members are informed and included in the planning.
- [Planning](https://omniawealth.com/our-approach/planning/): In our work with you, we discuss more than your wealth and finances. We talk about your children, your parents, your dreams, your worries and how you want to live your life. The more we know, the better. Our client families often think of us as an extended part of the family. The wealth strategy that emerges from our work fits with you and your family perfectly, and goes hand in hand with your investments to help you reach your ultimate financial objectives.
- [Our History](https://omniawealth.com/about-us/our-history/): While they’ve always put their clients first, they wanted to create a firm where that philosophy was sewn into the fabric of the firm’s culture. Putting clients first is at the center of everything we do. In 2015, Omnia was formed to serve clients better. The name reflects the vision: Omnia is everything. It is a place where families can come for guidance on everything that touches their financial lives and truly know that the advice they receive is unbiased and unfiltered.
- [Trade Wars Webinar](https://omniawealth.com/trade-wars-webinar/): We’re hosting a  webinar with Omnia Chief Investment Officer Alon Ozer who will discuss the history of our complicated relationship with China, break down potential scenarios and outcomes, and answer your questions about this complex topic.
- [Sudden Wealth Syndrome Webinar](https://omniawealth.com/sudden-wealth-syndrome-webinar/): Omnia Family Wealth hosted an interactive webinar discussion on Thursday, November 16 to explore "Sudden Wealth Syndrome," how it impacts families, and their wealth, and most importantly, how to prevent it from happening.
- [Alon Ozer](https://omniawealth.com/about-us/our-firm/alon-ozer/): Alon Ozer is Chief Investment Officer at Omnia Family Wealth. With more than twenty years of global investment experience, he spearheads Omnia's investment strategy and portfolio implementation for families. In his work, he draws from his extensive experience across a broad spectrum of asset classes and market environments. Prior to his role at Omnia, Alon served as the Chief Investment Officer at The Foundation of the Greater Miami Jewish Federation, where he managed an investment portfolio in excess of three hundred million dollars.
- [News & Media](https://omniawealth.com/news-media/)
- [Vishail Singh](https://omniawealth.com/about-us/our-firm/vishail-singh/): Vishail is an Investment Associate of Omnia Family Wealth. In this role, he monitors client portfolios and utilizes investment software programs to evaluate client investment allocations and to formulate strategic recommendations.
- [Private Client Login](https://omniawealth.com/private-client-login/): For your convenience, the following links will provide direct access to your account and portfolio information.
- [Lillian Hebert](https://omniawealth.com/about-us/our-firm/lillian-hebert/): As a Client Service Associate at Omnia Family Wealth, Lillian is charged with building trusted and solid relationships with the Firm’s clients. In this role, she is skilled at connecting with clients to ensure they feel comfortable, confident, and well cared for.
- [Addepar](https://omniawealth.com/strategic-partners/addepar/): Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.  At Addepar's core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security. An integrated set of firm management tools prevents errors and drives efficiency by automating manual workflows. With offices in Silicon Valley, New York and Chicago, Addepar works with more than 100 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $300 billion in assets under management.
- [Dynasty Financial Partners](https://omniawealth.com/strategic-partners/dynasty-financial-partners/): Dynasty Financial Partners is the wealth management industry’s leading independent advisor network and a three-time Private Asset Management Magazine innovation award winner. Dynasty’s fully customizable platform brings us end-to-end business support from a proven team and unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service.  Its relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to focus squarely on your needs with absolute objectivity, transparency and trust.
- [Fidelity Institutional Wealth Services](https://omniawealth.com/strategic-partners/fidelity/): Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third-Party Administrators. We choose to work with Fidelity because it offers rock-solid, comprehensive custody services, cost-effective pricing, objective guidance and, most importantly, outstanding service. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today.
- [Pershing Advisor Solutions LLC](https://omniawealth.com/strategic-partners/pershing-advisor-solutions-llc/): State-of-the-art technology, a highly reliable and scalable infrastructure, host of innovative products and services and high-touch dedicated client model make Pershing Advisor Solutions LLC a compelling partner for Omnia Family Wealth and a trusted custodian for your assets. In addition to streamlined reporting services, Pershing provides an innovative global custody platform that includes online multicurrency reporting, portfolio accounting, corporate actions servicing and proxy services.
- [Who We Are](https://omniawealth.com/about-us/): Independent with a family focus, Omnia does our best to mitigate conflicts of interest or ulterior motives. We provide families with wealth guidance built around their lives, guiding them through their wealth challenges, helping them to make informed decisions. As a result, our families often feel self-assured and prepared to invest wisely, plan with forethought and manage challenges with knowledge and information, allowing them to get back to the business of being a family.
- [Mission](https://omniawealth.com/about-us/mission/): 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.
- [Meet Our Team](https://omniawealth.com/about-us/our-firm/)
- [Steven Wagner](https://omniawealth.com/about-us/our-firm/steven-wagner/): Steven is Co-Founder and Chief Executive Officer of Omnia Family Wealth. With more than 35 years of experience and investment insight, Steven guides individuals, families and private foundations through the strategic process of identifying their goals, investment profile and ultimate wealth management plan. He draws on deep analytical acumen and a nuanced grasp of the markets to support the firm’s investment strategies. Before co-founding Omnia Family Wealth, Steven was a Managing Director at Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, he was a Managing Director at UBS Private Wealth Management. In recognition of his accomplishments, Steven was honored as one of Barron’s prestigious “Top 1,200 Financial Advisors”1 in 2014 and 2015. The magazine also acknowledged him in its annual state-by-state ranking of the “Top 1,000 Financial Advisors in America”2 in 2011, 2012, and 2013.
- [Ivan Hernandez](https://omniawealth.com/about-us/our-firm/ivan-hernandez/): Ivan has provided wealth management services to ultra-high-net-worth clients for 20 years, first with a boutique fixed-income firm and most recently as a Senior Financial Analyst with Merrill Lynch’s Private Banking and Investment Group. From 1998 to 2009, Ivan worked closely with significant clients at UBS Private Wealth Management. As Managing Director-Wealth Structure and Planning, he has a passion for helping family members understand and implement philanthropic and wealth transfer strategies; he also works closely with clients’ tax and legal professionals on effective techniques and tailored structures to help realize these goals. Ivan holds the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a Chartered Advisor in Philanthropy® (CAP®) and a Certified Investment Management Analyst® professional (CIMA®). Ivan’s CIMA designation was earned at the Wharton School of Business.
- [Diana Torre](https://omniawealth.com/about-us/our-firm/diana-torre/): As Director of Client Services at Omnia Family Wealth, Diana is charged with building trusted and solid relationships with the Firm’s clients. In this role, she is skilled at connecting with clients to ensure they feel comfortable, confident and well cared for. Diana has worked with her Omnia colleagues for close to ten years, both as a Senior Private Wealth Associate at Merrill Lynch’s Private Banking and Investment Group and as a Senior Client Service Associate at UBS Private Wealth Management. She brings a long tradition of client service to her role, having spent 13 years at Morgan Stanley as a Senior Client Service Associate.
- [Why Omnia?](https://omniawealth.com/about-us/why-omnia/): We understand that a long-term perspective is necessarily multigenerational; therefore, we extend our relationships to your entire family, which in turn becomes our family. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation.
- [Contact Us](https://omniawealth.com/contact/): Omnia Family Wealth 18851 NE 29th Ave, Ste 400 Aventura, FL 33180 (305) 602-9080 main (844) 798-9080 toll free Info@OmniaWealth.com From the North · Take I-95 S towards Miami · Take exit 16 for NE 203rd St / Ives Dairy Rd · Turn left onto NE 203rd St / Ives Dairy Rd (signs for US-1) · Turn right onto Biscayne Blvd (US-1) · Turn left onto NE 191st St · NE 191st St turns slightly right and becomes NE 29th Ave · Destination will be on the left From the South · Take I-95 N towards Fort Lauderdale · Take exit 16 for NE 203rd St / Ives Dairy Rd · Turn right onto NE 203rd St / Ives Dairy Rd (signs for Highland Lakes Blvd S / NE 203rd St E / US-1 / Gulfstream Park) · Turn right onto Biscayne Blvd (US-1) · Turn left onto NE 191st St · NE 191st St turns slightly right and becomes NE 29th Ave · Destination will be on the left From the East/Beaches · Take A1A N / Collins Ave towards Sunny Isles Beach / Aventura · Take the left exit for FL-856 W / William Lehman Causeway · Continue on FL-856 W / William Lehman Causeway · Take the exit toward Country Club Dr / Aventura Mall · Turn left at light onto W Country Club Dr · Turn right onto NE 190th St · Turn left onto NE 29th Ave · Destination will be on the left From the West · Take I-595 E towards Fort Lauderdale · Take exit 10B for I-95 S towards Miami · Take exit 16 for NE 203rd St / Ives Dairy Rd · Turn left onto NE 203rd St / Ives Dairy Rd (signs for US-1) · Turn right onto Biscayne Blvd (US-1) · Turn left onto NE 191st St · NE 191st St turns slightly right and becomes NE 29th Ave · Destination will be on the left  
- [Website Disclosures](https://omniawealth.com/contact/website-disclosures/): Ranking Disclaimers
- [ADV Summary](https://omniawealth.com/contact/adv-summary/): Part 1 contains information about the investment adviser's business, ownership, clients, employees, business practices, affiliations, and any disciplinary events. Read Part 1 here.
- [Terms of Use](https://omniawealth.com/contact/terms-of-use/): Omnia Family Wealth and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which Omnia Family Wealth maintains clients. Omnia Family Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Omnia Family Wealth website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Omnia Family Wealth website on the Internet should not be construed by any consumer and/or prospective client as Omnia Family Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Omnia Family Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Omnia Family Wealth, please contact the SEC or the state securities regulators for those states in which Omnia Family Wealth maintains a notice filing. A copy of Omnia Family Wealth’s current written disclosure statement discussing Omnia Family Wealth’s business operations, services and fees is available from Omnia Family Wealth upon written request. Omnia Family Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the Omnia Family Wealth website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
- [Home (Old)](https://omniawealth.com/home-old/): Recognized for our deep client commitment and multigenerational focus, Omnia Family Wealth offers wealth management and investment services to a select group of clients and families who have achieved elite levels of affluence and to private foundations.
- [What We Do](https://omniawealth.com/our-approach/)
- [Our Commitment to Clients](https://omniawealth.com/our-approach/our-commitment-to-clients/): At Omnia Family Wealth, our central – and only – focus is on fulfilling the needs, goals and objectives of our clients and their families. We operate as a multi-family office, distinguishing ourselves in the way we develop and sustain long-term collaborative relationships with our clients, their immediate and extended families, as well as the lawyers, accountants and other professionals who represent them.
- [Investments](https://omniawealth.com/our-approach/our-investment-process/)
- [Triangulation of Advice](https://omniawealth.com/our-approach/triangulation-of-advice/): At Omnia Family Wealth, the advice, custody of client assets and the financial products and services we offer, are each separate from one another. At larger wealth management firms and banks, these are traditionally linked. Clients are usually offered the products that make the most business sense to the company serving them – and not necessarily the most sense for their own financial lives. By completely unlinking these offerings in ways that others don’t, we embrace a more elegant, client-focused model we call “The Triangulation of Advice.”
- [Privacy Policy](https://omniawealth.com/privacy-policy-2/): An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
- [Strategic Partners](https://omniawealth.com/strategic-partners/): Today, the industry is changing profoundly. Technology has become far more advanced, offering better financial planning tools, broader and quicker access to products and services. In addition, a spectrum of new specialty firms provides back office support and secure custody services that separate these from our primary role as your advisor.

## Team Members
- [Lindsay Abraham](https://omniawealth.com/team/lindsay-abraham/): Lindsay is an Advisory Associate at Omnia Family Wealth, where she supports the advisory team with investment analysis, client reporting, and the development of customized portfolio strategies. She works closely with senior advisors to deliver detailed investment insights and help ensure that each family’s financial objectives are carefully met.
- [Ivan Hernandez](https://omniawealth.com/team/ivan-hernandez-cfp-cima-cap/): Ivan has provided wealth management services to ultra-high-net-worth clients for 20 years, first with a boutique fixed-income firm and most recently as a Senior Financial Analyst with Merrill Lynch’s Private Banking and Investment Group. From 1998 to 2009, Ivan worked closely with significant clients at UBS Private Wealth Management. As Managing Director-Wealth Structure and Planning, he has a passion for helping family members understand and implement philanthropic and wealth transfer strategies; he also works closely with clients’ tax and legal professionals on effective techniques and tailored structures to help realize these goals. Ivan holds the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a Chartered Advisor in Philanthropy® (CAP®) and a Certified Investment Management Analyst® professional (CIMA®). Ivan’s CIMA designation was earned at the Wharton School of Business.
- [Julia Lang](https://omniawealth.com/team/julia-lang/): Julia Lang is a Client Service Associate at Omnia Family Wealth, where she supports the advisory team in delivering an exceptional client experience. In her role, Julia assists with account administration, client onboarding, and ongoing relationship management to ensure each family’s financial objectives are met with precision and care.
- [Lawrence Muscant](https://omniawealth.com/team/lawrence-muscant/): Lawrence Muscant is a rare blend of geopolitical strategist, investment advisor, and philanthropic architect. As Executive Vice President of Omnia Family Wealth, he sits at the nexus of the firm’s investment and business‑planning committees, translating global political risk and macro‑economic currents into actionable portfolio strategies for ultra‑high‑net‑worth families. Drawing on three decades of advising many of America’s most influential and impactful foundations, he also guides Omnia clients in designing philanthropy that delivers measurable, mission‑driven impact.
- [Alon Ozer](https://omniawealth.com/team/alon-ozer/): Alon Ozer is Partner, Chief Investment Officer at Omnia Family Wealth. With more than twenty years of global investment experience, he spearheads Omnia's investment strategy and portfolio implementation for families. In his work, he draws from his extensive experience across a broad spectrum of asset classes and market environments. Prior to his role at Omnia, Alon served as the Chief Investment Officer at The Foundation of the Greater Miami Jewish Federation, where he managed an investment portfolio in excess of three hundred million dollars.
- [Diana Torre](https://omniawealth.com/team/diana-torre/): As Partner, Director of Client Services at Omnia Family Wealth, Diana is charged with building trusted and solid relationships with the Firm’s clients. In this role, she is skilled at connecting with clients to ensure they feel comfortable, confident and well cared for. Diana has worked with her Omnia colleagues for close to ten years, both as a Senior Private Wealth Associate at Merrill Lynch’s Private Banking and Investment Group and as a Senior Client Service Associate at UBS Private Wealth Management. She brings a long tradition of client service to her role, having spent 13 years at Morgan Stanley as a Senior Client Service Associate.
- [Brooke Wagner](https://omniawealth.com/team/brooke-wagner/): Brooke Wagner currently serves as the Compliance and Operations Manager at Omnia Family Wealth. In this role, Brooke manages human resources and organizational tasks to increase Omnia’s internal efficiency, ensuring a work environment where all employees have the opportunity for success.
- [Michael Wagner](https://omniawealth.com/team/michael-wagner/): Michael Wagner, CFP® is Co-Founder and Chief Operating Officer at Omnia Family Wealth.
- [Steven Wagner](https://omniawealth.com/team/steven-wagner/): Steven is Co-Founder and Chief Executive Officer of Omnia Family Wealth. With more than 35 years of experience and investment insight, Steven guides individuals, families and private foundations through the strategic process of identifying their goals, investment profile and ultimate wealth management plan. He draws on deep analytical acumen and a nuanced grasp of the markets to support the firm’s investment strategies. Before co-founding Omnia Family Wealth, Steven was a Managing Director at Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, he was a Managing Director at UBS Private Wealth Management. In recognition of his accomplishments, Steven was honored as one of Barron’s prestigious “Top 1,200 Financial Advisors”1 every year since 2014. The magazine also continually acknowledges him in its annual state-by-state ranking of the “Top 1,000 Financial Advisors in America”2. Steven has been featured in the Wall Street Journal, Barron’s, the Washington Post and U.S. News & World Report.
- [Callie Wolfe](https://omniawealth.com/team/callie-ponce/): Callie is an Advisory and Service Specialist at Omnia Family Wealth. In this role, she works to effectively address client needs and aid in analyzing the client's wealth structure, planning and philanthropic goals.