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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 he shares with his audience and consulting clients.
The Oppenheimer Seminar Series addresses issues concerning inter-generational transfers of wealth such as: "How to Create a Family 100 Year Plan"; "Successful Successions or Successful Sales of your Family Company"; "Your Successful Family Foundation"; "Family Investment Basics"; "Training the Next Generations"; "For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn't Know); "Your Magnificent Art Collection"; "The Perils of Being a Family Trustee"; "Are Your Advisors Hired Guns or Strategic Planners?"
Tony Oppenheimer is President of the Oppenheimer Brothers Foundation. a successor to the Jules and Doris Stein Foundation named after his grandparents. Jules and Doris Stein created the Jules Stein Eye Institute at UCLA. Jules created MCA that became Universal Studios.
Tony Oppenheimer wrote the book. "The Tragedy Of Wealth – And How To Avoid It" which is in pre-publication.
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 advisor, speaker, and writer for charitable, business and educational organizations in the fields of creating financial planning, succession, family dynamics, creating junior boards, responsible grant-making, and inter-generational passing of wealth.
He is also the former CEO of a publicly held real estate company managing over one million acres of farm and ranchland and commercial properties.
He has served on several public, private and charitable boards.
100-Year Plan for Family Success
85% of family companies fail to survive the third generation.‘Shirt sleeves to shirt sleeves’in three generation. Oppenheimer Management Consulting Associates helps you build a stronger family for a stronger future.
Junior Board of Foundation
- Mission statement
- Provides training and experience
- Promotes community service
- Promotes self-esteem and productivity
- Develops leadership
- Develops human, intellectual and social capital
Family Charitable Foundation
- Mission statement
- Succession plans
- Organization structure
- Managing dynamics
- Passing down legacy and values
- Family philanthropy
- Develops human, intellectual and social capital
Family Council
- Mission statement
- Creates family estates and plans
- Improves communication• Arbiter of family dynamics
- Controls family bank
- Calls family meetings and retreats
- Leadership through governance
Family Corporations
- Determine objectives
- Succession plans
- Retirement plans
- Council member on board
- Leadership through management
- Provides financial capital
Family Investments
- Mission statement
- Professional management of assets by providing asset allocation and diversification
- Venture capital provided to family members by family bank
- Provides financial capital
Seminar Series
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Philanthropy: Sharing The Wealth and Dream
Getting your family started in philanthropy is healthy, rewarding and educational. Learn to use philanthropic work to strengthen the bonds of the family and open the doors to your passion. This seminar covers most areas of philanthropy by discussi … -
Are You a Strategic Planner or a Hired Gun
How do you attract and retain wealthy clients? Do you know the names of the next generation? When your client says that he wants to throw Billy out of his will and make his son John CEO of the family company, do you ask questions or do you just ta … -
Maximizing Succession Success While Beating The Odds of Failure
You have your own jet, and you are a recognized name brand. You have seven children from three spouses. Yet none of your children have developed leadership or coping skills. What is the only common denominator …YOU! Do you practice succession sabo … -
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 documented. Explore the options of giving money to our children: from giving an allowance … -
Your Magnificent Art Collection
You and your spouse have been collecting for the best years of your life. You have grown passionate about the art of collecting and are truly proud of your magnificent Art Collection. Impassioned collectors have spent their whole life gathering and … -
Family Dynamics: Survival Course
Et tu Brute? The Hatfield’s and McCoy’s. This series is about Good and Bad Family Dynamics in Action. Oppenheimer uses his own family’s extensive family dynamics as a case study. There is no depth to which a loving family will not sink when sabota … -
Stepping Down From The Pedestal
Do you have a fear of heights? Are you afraid to step off the pedestal that you have created and tell your family that not every decision that you made was successful?Tell them how you took huge risks and went broke twice before the oil well cam …
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Training The Next Generation: Creating a Junior Board
What skills in communication and leadership are learned being involved in the family company or foundation? Preparing the next generation to responsibly take over can begin with their involvement in a Junior Board.This seminar offers insight int …
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Develop a 100-Year Plan: Set Your Family On The Road To Survival and Success
No one can predict a natural disaster or act of war that directly impacts your business. Likewise, no one can predict the internal conflicts that can destroy family unity and prosperity. If you have a strong foundation and a long-term plan from wh … -
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 consider our own mortality. The process can be confusing, time consuming and expensive.M …
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For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)
Many of the world’s wealthy are women. These women face unique issues, decisions, and needs. This seminar and open discussion addresses these particular obstacles. If you’re a woman who’s worked hard to get where she is, or if you have inherited y … -
Selling the Family Company?
Consider that your family has been through the succession process with family counselors, attorneys, tax specialists, hired guns and most trusted advisors. It has become patently obvious to the casual observer that your family business will become …
