Omnia Family Wealth

"This environment is expected to keep financing difficult and maintain real estate prices at elevated levels." So, what does this mean for?the challenges within the real estate market—and how might it shape decisions for those investing in the sector? Michael Wagner, co-founder and COO of Omnia Family Wealth, shared his perspective in a recent U.S. News & World Report article about the effects of interest rate changes on real estate. Read the full article for more: https://lnkd.in/et8idanc #wealthmanagement #investmentstrategies The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

Understanding the bond market is essential for informed investment decisions. In?this?latest commentary, Omnia Family Wealth's Chief Investment Officer, Alon Ozer, and Executive Vice President, Lawrence Muscant,?explain the significance of current interest rates, real rates and the yield curve. Learn how these economic indicators can impact your portfolio and what historical trends reveal about our current market cycle. Read more on?their?analysis and prepare your strategy: https://lnkd.in/ghvCaPMZ #interestrates #yieldcurve #investmentstrategy #economicoutlook

We are thrilled to announce that Omnia Family Wealth has been featured in Citywire RIA! The article spotlights our new Executive Vice President, Lawrence Muscant, and his impressive background in foreign policy and international affairs. Read the full?Citywire?feature here.?https://lnkd.in/edhXkaTy #WealthManagement #GlobalPerspective

"Everyone has an opinion of what's going on in the market, but experienced investors know ... that at the end of the day you have no predictive ability." Omnia Family Wealth's Chief Operating Officer, Michael Wagner, recently shared valuable insights on investment strategies and portfolio resilience with U.S. News & World Report. Read the full article here: https://lnkd.in/ePyYNy_A #investmentstrategy #wealthmanagement The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

We're thrilled to share that Omnia Family Wealth has been recognized among "America's Top RIAs of 2024" by Financial Advisor Magazine! This honor reflects our team's dedication to excellence and the trust our clients place in us. Read more about this achievement and what it means for our clients: https://lnkd.in/eR_zgA63 #TopRIA #WealthManagement #OmniaFamilyWealth To be eligible for this ranking, firms must be a registered investment advisor, provide financial planning related services to individual clients, and have at least $50 million in assets under management. To be considered for inclusion, Omnia Family Wealth, LLC submitted a survey, which was reviewed by Financial Advisor Magazine. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list. Omnia Family Wealth, LLC does not pay a fee to be considered for or included in the Financial Advisor Magazine’s RIA Survey and Ranking. Omnia Family Wealth,LLC? is not required to be a member of or subscriber to Financial Advisor Magazine or any other group to be considered for or included in the rankings.For more information, visit https://lnkd.in/gDVGZmbm.

We’re thrilled to share that Omnia Family Wealth has appointed Lawrence Muscant as Executive Vice President. We are confident that Lawrence’s exceptional track record and expertise will greatly benefit our clients and team. Read more about it here:?https://lnkd.in/eYBKpjB5 #WealthManagement

We’re thrilled to share that Omnia Family Wealth is featured in the Family Wealth Report Awards Acclaim 2024! Michael Wagner, our Co-Founder and COO, was honored at the 2024 Family Wealth Report Awards, winning in the category of Rising Star Under 40. Read more about it here:?https://lnkd.in/eQ4X8wkp #FamilyWealthReport #WealthManagement The 2024 “Family Wealth Report - Rising Star Under 40” award was announced in May 2024. Methodology: The judging process is always conducted by?independent panels?and consists of judges from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience.?For more detailed information,?click here: https://lnkd.in/eQvzVZnt .?All data was collected by 12/8/2023. The award is valid 5/2/2024 to 5/2025.

We are?honored?to?share?that Michael Wagner, co-founder and COO of Omnia Family Wealth, was awarded?the?Rising Star Under 40?award at the 2024?Family Wealth Report?Awards last night. This honor speaks volumes about Michael and?Omnia Family Wealth's steadfast commitment to delivering excellence in client service. We are extremely grateful to?Family Wealth Report?and all the judges for this recognition?and to our amazing clients, partners and team for their incredible support! Learn more here: https://lnkd.in/eAYMzhFv #FamilyWealthReport #WealthManagement

As the geopolitical and economic landscape rapidly evolves, the global tech industry is entering a transformative phase. In his latest commentary, CIO Alon Ozer offers a thorough analysis of these shifts and their potential implications for the venture industry. Click to read Alon's insights into the changing landscape and how it may affect your investment strategy. https://buff.ly/4azT3Oo #EconomicTrends #GlobalTech #FinancialPlanning #deeptech

It was a true honor to host our recent Accessing Innovation event with some of the brightest minds we know. One of our co-founders,?Michael Wagner, shared a lively but intimate discussion about the power of cutting-edge Israeli venture capital with?Eran Sandhaus?and?Oded Hermoni?of?J-Ventures,?Oded Gour-Lavie?of?Nt-Tao, and?Irad Eichler?of?Circles. Thank you to everyone who participated in this special event!