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

As more and more wealth passes through to younger generations, it is important that advisors are able to relate to […]

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

While the freedom and relaxation of the retirement lifestyle are undoubtedly appealing, the transition to retirement isn’t always straightforward, and […]

Omnia Observations: Turbulent Times And Silver Linings

By Alon Ozer, Chief Investment Officer and Lawrence Muscant, Senior Advisor to the Firm With the S&P 500 index down […]

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 […]

Harnessing Innovation to Prevent Tragedy: 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 […]

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 […]

Navigating an Uncertain Future

That there is palpable uncertainty in both the American and global economies should not be news for any attentive investor. […]

Joe Lonsdale on Solving Big Problems: The Intersection of Philanthropy and Business

In our newest video, renowned tech investor and entrepreneur Joe Lonsdale returns to speak with Omnia Family Wealth’s Michael Wagner […]

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 […]

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