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