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Economic Impacts of Destabilized Ukraine

As Russia continues to mobilize its forces along the Ukraine border, rampant speculation on the economic impacts of if and […]

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Omnia Family Wealth Recognized as a Finalist for the 2022 Family Wealth Report Awards

We are pleased to announce that Omnia Family Wealth has been named a finalist for the 2022 Family Wealth Report […]

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Excessive Risk-Taking or a Paradigm Shift in Markets and Society?

In early 2020, the world was hit by the COVID-19 pandemic and economic activity was put on hold due to […]

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Michael Wagner Discusses the Benefits of Not Paying Off All Debt with Report Door

Lower interest rates can often bring a vast amount of benefits for investors. It can help stimulate economic growth, move […]

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Michael Wagner Explains Why Investors May Not Want to Pay Off All Debt with Barron’s

When it comes to debt, the natural instinct is to pay it off as soon as you have the funds […]

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Steven Wagner Explains Why Advisors are Leaving Merrill Lynch to Business Insider

From January to October 2021, around 321 advisors left Merrill Lynch, according to a recent BrokerCheck data analysis, with many […]

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Reading Between the Lines of the Fed and Treasury Actions

At the end of 2018, we wrote about our view of the long-term debt cycle and how historically it played […]

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Michael Wagner Discusses Portfolio Tax Management with U.S. News & World Report

With the potential for higher tax rates for capital gains looming and the markets becoming more and more volatile, many […]

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Consider the Source: How to Construct Your Portfolio

For listening on the go: Building a well-constructed investment portfolio is more difficult than ever before. To help investors […]

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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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