Menu
  • Home
  • About Us
    • About Oppenheimer
    • Tony Oppenheimer
    • Testimonials
  • 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

About Us

HomeAbout UsAbout Oppenheimer

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.

100-Year Plan for Family Succes

  • 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.

    More ...

Tweet

Seminar Series

  • 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 creating the legacy family. The Family Council has four main goals: Provides Leadership Throu …
    More ...
  • For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)
    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 …
    More ...
  • Training The Next Generation: Creating a Junior Board
    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 …

    More ...
  • Stepping Down From The Pedestal
    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 …

    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 offers all parties a relaxed, neutral, comfortable atmosphere to discuss issues of the fa …
    More ...
  • Develop a 100-Year Plan: Set Your Family On The Road To Survival and Success
    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 …
    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 consider our own mortality. The process can be confusing, time consuming and expensive.

    M …

    More ...
  • Are You a Strategic Planner or a Hired Gun
    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 …
    More ...
  • Philanthropy: Sharing The Wealth and Dream
    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 …
    More ...
  • Family Dynamics: Survival Course
    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 …
    More ...
  • The Perils of Being a Family Trustee
    The Perils of Being a Family Trustee

    You are flattered that your father or mother has asked you to be a Trustee for their estate. Oppenheimer was selected by his father to be the trustee for his estate. However when the will was read he discovered that one of his three brothers had b …
    More ...
  • Maximizing Succession Success While Beating The Odds of Failure
    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 …
    More ...

additional information ...

  • logos-mission

    Tony is one of the most knowledgeable people I know and he truly cares. He serves people with integrity, compassion and understanding.

    Chuck Cameron CSPG
    Sr. Development Officer
    Union Rescue Mission of Los Angeles

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