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...
* top-ranked advisor shares financial insights
Hosted by Omnia Co-Founder Michael Wagner, this video series is created for business professionals, entrepreneurs and families of significant wealth.
*named on the list of Next-Gen Best-In-State Wealth Advisors of 2019
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Joe Lonsdale on his Early Years of Harvesting Disruption
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: Risk in Society
In the past when we have discussed the topic of risk, it has been regarding financial markets and volatility. However, in his latest memo, Omnia Family Wealth Chief Investment Officer Alon Ozer expanded our...
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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.