Omnia Family Wealth

Overview

Omnia Family Wealth serves families with significant wealth through integrated wealth management, financial planning and legacy guidance. The firm reports serving more than 50 families and describes its client base as including individuals, high-net-worth individuals and pooled vehicles.¹⁵¹⁷

Omnia Family Wealth, LLC reports registration as an investment adviser with the U.S. Securities and Exchange Commission under CRD 170909.²

History

Omnia was formed in 2015 by Steven Wagner, Michael Wagner and Ivan Hernandez to serve clients better. The firm says its three founders bring more than 70 years of combined experience working with successful South Florida families.³⁴

Leadership

- Steven Wagner, co-founder and chief executive officer - Michael Wagner, co-founder and chief operating officer - Ivan Hernandez, co-founder and managing director - Alon Ozer, partner and chief investment officer - Lawrence Muscant, partner and executive vice president - Diana Torre, partner and director of client services⁶

Services

Omnia’s wealth management process includes discovery, analysis and planning, implementation, and ongoing execution. The firm involves family members in multigenerational planning.⁷

Planning services include estate planning, tax planning, business succession planning, philanthropic planning, heir preparation and risk management.⁸

For entrepreneurs, Omnia advises business owners before, during and after a sale. Its services include valuation, evaluating market conditions, timing decisions, exit strategy, buyer evaluation and post-sale wealth planning.⁹

The firm’s investment capabilities include private investments, alternative investments, fixed income and global equities.¹⁰

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Business owner services
• Private and alternative investments

Client Focus

Omnia works with families of significant wealth, including individuals, high-net-worth individuals and pooled vehicles. Its reported client focus includes South Florida families and entrepreneurs navigating business ownership, liquidity events and multigenerational planning.⁴⁵⁹¹⁷

Approach

Omnia describes its approach as holistic, transparent and integrated, with advice designed to reflect each family’s goals, values and long-term aspirations.¹⁵

The firm says its investment philosophy focuses on managing risk through thoughtful allocation, continual rebalancing, tax-sensitive decisions and expense control. Omnia also states that its independence from banks and brokerage firms allows it to search globally for investments and select external managers.¹¹¹²

Assets and Minimums

Omnia reports approximately $994,578,445 in regulatory assets under management as of June 23, 2026.¹⁶

The firm’s client relationship summary says it generally requires a minimum relationship size of $5,000,000, subject to waiver or reduction at its discretion. Omnia reports wealth management asset-based fees ranging from 0.20% to 1.00% annually and fixed financial-planning fees from $10,000 to $100,000.¹³¹⁴

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Aventura

  This Aventura page helps Miami area families compare nearby multi-family office options and identify which services matter most. Readers can use it to frame questions about investment management, tax planning, estate planning, insurance, and support for business owners before speaking with Omnia Family Wealth.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. A family considering Omnia Family Wealth can use these materials to clarify legacy goals, understand common planning documents, and prepare focused questions about coordinating estate, tax, and philanthropic decisions.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community perspectives for wealthy families and single family offices. Business owners and family members can use it to learn how offices organize investment oversight, family governance, philanthropy, and succession discussions when assessing a multi-family office relationship.

• DataMFO fee types from Form ADV

  This MultifamilyOffices.com page explains fee types reported through Form ADV. Reviewing the distinctions can help a prospective client ask how investment management, financial planning, alternative investments, and other services may be compensated, then compare disclosures across firms serving Miami area families.

• Similar firmsElement Pointe Family Office
  Legacy Family Office, LLC
  Barclay Breland Family Office

  Profiles for Element Pointe Family Office, Legacy Family Office, LLC, and Barclay Breland Family Office offer comparison points on this site. Readers can review differences in stated services, client focus, and location, then decide which questions to ask Omnia Family Wealth about investments, planning, legacy, and business owner needs.

Sources

1. https://omniawealth.com/
2. https://omniawealth.com/wp-content/uploads/Form-ADV-Part-3-CRS-05.19.25.pdf
3. https://omniawealth.com/about-us/our-history/
4. https://omniawealth.com/about-us/our-firm/
5. https://omniawealth.com/our-approach/
6. https://omniawealth.com/our-approach/planning/
7. https://omniawealth.com/entrepreneurs/
8. https://omniawealth.com/our-approach/our-investment-process/
9. https://adviserinfo.sec.gov/firm/summary/170909

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.