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Omnia Family Wealth
Steven Wagner, Michael Wagner and Ivan Hernandez launched Omnia Family Wealth in 2015 after a combined 70 years at Merrill Lynch and a boutique fixed-income...
Omnia Family Wealth
Steven Wagner, Michael Wagner and Ivan Hernandez launched Omnia Family Wealth in 2015 after a combined 70 years at Merrill Lynch and a boutique fixed-income firm. The three founders structured the firm as an independent RIA to reduce conflicts and center advice on family governance and multi-generational planning. The firm allocates across private equity, real estate, hedge funds, private credit, fund-of-funds and commodities. Its process treats future outcomes as ranges rather than point forecasts and applies systematic allocation rules. Geographic exposure remains concentrated in North America. No specific portfolio holdings or co-investors appear in public materials. The firm lists eight professionals on its site, including Partner Lawrence Muscant and Director of Client Services Diana Torre. It maintains one office in Aventura, Florida. Michael Wagner serves on the boards of the Ultra High Net Worth Institute and the Institute for the Fiduciary Standard. Omnia’s structure keeps investment decisions inside the RIA rather than through external product platforms, and three generations of the Wagner family participate in management.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Aventura
Corporate office
18851 NE 29th Ave, Ste 400, Aventura, FL 33180, United States
Principals
Steven Wagner
Co-Founder and Chief Executive Officer
Michael Wagner
Co-Founder and Chief Operating Officer
Ivan Hernandez
Co-Founder and Managing Director of Wealth Structure and Planning
Alon Ozer
Partner, Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Omnia Family Wealth?
Alon Ozer serves as Partner and Chief Investment Officer. Steven Wagner and Michael Wagner retain oversight as co-founders. The firm does not disclose an investment committee roster.
How does Omnia Family Wealth source proprietary deal flow?
The firm relies on relationships with strategic business partners and its founders’ prior Merrill Lynch network. No club or proprietary pipeline details are published.
Is Omnia Family Wealth structured as a single family office or does it operate more like a venture firm?
It is registered as a multi-family office and RIA. The firm does not make venture-stage investments or operate a venture platform.
Does Omnia Family Wealth participate in fund commitments or only direct deals?
Public materials list both fund-of-funds and direct strategies. No allocation split or commitment sizes are disclosed.
What investment stages does Omnia Family Wealth typically target?
The firm covers private equity and private credit without stage restrictions stated. Real estate and hedge fund exposure appear alongside.
Where does the underlying wealth come from?
The founders built their expertise and client base through prior advisory roles at Merrill Lynch and a fixed-income boutique. No single family fortune is disclosed.
Does Omnia Family Wealth maintain philanthropic structures, and how are they separated?
The firm lists involvement with the Greater Miami Jewish Federation and Make-A-Wish Foundation of South Florida. No dedicated foundation vehicle or separation policy is described.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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