Menu
  • Home
  • About Us
  • Seminars
  • Publications
  • images/stories/democontent/icons/calendar_24.pngNews
  • Contact Us

MANAGEMENT CONSULTING ASSOCIATES
  • Home
  • About Us
    • About Oppenheimer
    • Tony Oppenheimer
    • Testimonials
  • Seminars
    • Art As Investment
    • Wealth Overview
    • 100 Year Plan
    • Family Companies
    • Philanthropy
    • For Women Only
    • Succession Planning
    • Larger Than Life
  • Publications
    • The Oppenheimer Collection
    • The Tragedy of Wealth
    • Articles
  • images/stories/democontent/icons/calendar_24.pngNews
  • Contact Us
  • The Perils of Being a Family Trustee

    The Perils of Being a Family Trustee

    More →
  • Family Dynamics: Survival Course

    Family Dynamics: Survival Course

    More →
  • Finding Your Own Size When You Are Surrounded by Larger Than Life Figures

    Finding Your Own Size When You Are Surrounded by Larger Than Life Figures

    More →
  • Create a Family Council

    Create a Family Council

    More →
  • Successful and Unsuccessful Estate Planning

    Successful and Unsuccessful Estate Planning

    More →
  • Maximizing Succession Success While Beating The Odds of Failure

    Maximizing Succession Success While Beating The Odds of Failure

    More →
  • Planning Retreats With A Facilitator

    Planning Retreats With A Facilitator

    More →
  • Stepping Down From The Pedestal

    Stepping Down From The Pedestal

    More →
  • Selling the Family Company?

    Selling the Family Company?

    More →
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • The Tragedy of Wealth

    The Tragedy of Wealth
    More ...
  • The Oppenheimer Collection

    The Oppenheimer Collection
    More ...
  • News
  • Seminars
  • Publications
  • About Us
  • KC Magazine: 100 Influential People Who Make KC a World-Class Destination To Live, Work and Play
    KC Magazine: 100 Influential People Who Make KC a World-Class Destination To Live, Work and Play
    Imagine the Nerman Museum as a lovely three-tiered cake perched on the Johnson County Community College campus (JCCC). The icing on the confection is …
    More ...
  •  Art Basel 2012 Miami Beach is rich with African Diaspora artists, attendees
    Art Basel 2012 Miami Beach is rich with African Diaspora artists, attendees
    MIAMI BEACH, FL – DECEMBER 05: A general view of the Galerie Daniel Templon at the Art Basel Miami Beach 2012 VIP Preview at the Miami Beach Conventio …
    More ...
  • Dana Schutz's inventive,  contemporary paintings on view at the Denver Art Museum
    Dana Schutz's inventive, contemporary paintings on view at the Denver Art Museum
    Dana Schutz, Swimming, Smoking, Crying, 2009. Oil on canvas, 45 x 48 in. Collection Nerman Museum of Contemporary Art, Johnson County Community Colleg …
    More ...
  • Nerman Museum celebrates 20 years of Oppenheimers’ patronage
    Nerman Museum celebrates 20 years of Oppenheimers’ patronage
    Tony and Marti Oppenheimers were honored at a Sept. 29 gala at the Nerman Museumof Comtemporary Art, where the galleries were filled with works of art …
    More ...
  • Sotheby's: Managing Art Collections & Estate Planning
    Sotheby's: Managing Art Collections & Estate Planning
    More ...
  • Create a Family Council
    Create a Family Council

    Developing a family council to monitor family dynamics, govern the family enterprises and practice good communication is one of the keys to success in creatin ...
    More ...
  • Training The Next Generation: How to be Responsible Not Entitled With Managing Wealth
    Training The Next Generation: How to be Responsible Not Entitled With Managing Wealth

    The responsibility of wealth falls on the shoulders of both parents and children. The term "idle rich" is a cliché. The effects of non-productivity are well ...
    More ...
  • Finding Your Own Size When You Are Surrounded by Larger Than Life Figures
    Finding Your Own Size When You Are Surrounded by Larger Than Life Figures

    How do you live up to the legacy of your father, mother, matriarch or patriarch? Can you find your own niche in life, or are you shrinking in the shadow of y ...
    More ...
  • Successful and Unsuccessful Estate Planning
    Successful and Unsuccessful Estate Planning

    Estate planning challenges our concept of our selves. Inevitably it leads to succession planning, raises issues concerning family dynamics, and forces us to ...
    More ...
  • Planning Retreats With A Facilitator
    Planning Retreats With A Facilitator

    Why should you have a retreat? The dining room table is NOT a no-fly zone. A retreat will give your family the liberating experience that clarifies goals and ...
    More ...

View all Seminars

  • The Oppenheimer Collection
    The Oppenheimer Collection
    In an extraordinary gesture more than 15 years ago, Marti and Tony Oppenheimer decided to found the Oppenheimer Collection at Johns  Community College In reaching this decision, they acted upon their passion for contemporary art, their history of arts philanthropy, and their ...
    learn more
  • The Tragedy of Wealth
    The Tragedy of Wealth
    The greatest transfer of inherited wealth, predicted to be $45 trillion dollars, ever to be passed from generation to generation in the entire history of the world, is expected to take place during the next thirty years.  Unfortunately, much of this wealth will pass into ha ...
    learn more

familyWealthNow more than ever, families must work as a team to ensure that their wealth and resources are properly managed for generations to come.

The greatest amount of inherited wealth ever to be passed from generation to generation is expected to take place during the next thirty years. Individuals and foundations will have an unprecedented ability to expand the growth of family companies and interests, as well as dedicate funds to charitable organizations for the greater good. 90% of U.S. corporations are owned or controlled by families. Only about 16% of family companies survive into the third generation due to lack of strong family leadership, negative family dynamics, poor financial planning and estate taxes.

OMCAworks with families, family companies and family foundations in identifying, addressing and resolving issues related to:

A family's integrity and effectiveness: Balances of powerin family dynamics
Choosing the right leadership for the future.

The next generation: Involvement and succession
The involvement and evolvement of the next generation is the key to future success.

Inheritance, working and productivity
The link between maturity, identity, productivity and work. Don't sell your children short.

Inheritance and self-esteem: "I'm not worthy"
God probably won't ask why you weren't a Moses, an Einstein oryour grandfather, but he might ask why you weren't you.

More than just money: Passing along a desire to be productive
Helping your children discover their passion in life.

opp-tree-web-large

  • Hamilton "Tony" Oppenheimer

    Hamilton (Tony) Oppenheimer and Marti Oppenheimer are founders of Oppenheimer Management & Consulting Associates (OMCA), a professional services firm providing lectures and consultations to philanthropists, family foundations, and family companies. Tony Oppenheimer is a nationally recognized speaker and published writer to philanthropic, business and educational organizations. OMCA helps families develop strategies for survival.

    Oppenheimer has extensive personal and professional experience that he shares with his clients and audience in management, governance with charitable foundations, affluent individuals, and family corporations. He is a nationally recognized adviso …

    More ...
  • About Us

    Oppenheimer Management & Consulting Associates, founded by H. Tony Oppenheimer and Marti Oppenheimer in December 1998, is a professional services firm providing lectures and consultation to families, family foundations, family offices, and family controlled companies on the issues of succession, family dynamics, governance, inter-generational transferring of wealth, training the next generation and creating Junior Boards.

    H Tony Oppenheimer is a nationally recognized speaker and published writer to philanthropic, business and educational organizations. OMCA helps families develop strategies for survival. Oppenheimer has extensive personal and professional experience that …

    More ...

additional information ...

  • logos-snell

    Tony Oppenheimer has a unique ability to assess family issues and offer solutions in an area most often overlooked by other professionals.

    Roger Alan Grad
    Attorney
    Snell & Wilmer L.L.P.

DISCLAIMER: All parties acknowledge that Hamilton Oppenheimer is not an attorney, or a CPA and that none of the services provided by Oppenheimer Management Consulting Associates hereunder shall constitute the practice of law. Hamilton Oppenheimer advises his clients to retain a personal attorney for any legal advice.

Contact Us

Santa Barbara
1011 Rinconada Road #G
Santa Barbara, CA 93101

Telephone: 
213-804-4404
816-721-4118

  • twitter_alt.png
  • facebook.png
  • dribbble.png
  • Site Map
  • Contact Us
  • Disclosures