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

Testimonials

HomeAbout UsTestimonials
logos-childrens

Tony does wonderful workshops using real world experience.

Shelley L. Conger, MBA
Director of Foundation Giving
Childrens Hospital Los Angeles
logos-ashton-group

Tony is, without question, the foremost authority on family dynamics and the noble struggles of children working in a family business. He is exceptional at working with the emotional human element of the family.

Stephen C. Wolff, CLU, ChFC, AEP
Chief Executive Officer
Ashton Group
logos-zurich

I can say without hesitation that Mr. Oppenheimer has a deep understanding of the unique issues confronting America's wealthy today. The fact that his insights are largely drawn from his own personal family experience makes him quite unique. His calm, understanding and confident demeanor quickly puts clients at ease. His relaxed, professional and engaging speaking style has won him high marks with a diverse group of client audiences.

James R. Phillips, CTFA
Director of Financial Consulting
Zurich Scudder Investments
logos-pepperdine

Tony Oppenheimer brings family experience, practical knowledge and a sincere approach to his audience. Whether he’s working one on one or speaking to a large gathering, Tony delivers.

Douglas J. Corbin, CSPG
Assistant Vice Chancellor Estate & Gift Planning
Pepperdine University
logos-CA-Philanthropy

Just as a picture is worth a thousand words, a story can communicate many life experiences and lessons. Tony Oppenheimer's stories enable families to create a new sense of belonging and purpose through giving.

Miyoko Oshima
President
Southern California Association for Philanthropy
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.

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
logos-paradise

Tony Oppenheimer’s ability to combine the personal experience of growing up in a financial family with professional expertise and his engaging presentation skills makes him an invaluable resource to the wealth management field.

Lee Hausner, Ph.D.
Author of "Children of Paradise" and "Hats Off To You"
logos-sagemark

Tony's real life experience and business involvement with family wealth issues bring together a unique skill set. His insights and style leave his audience well-connected and motivated. For the first time, many feel that they are not alone and there are solutions to their problems.

Stephen T. Mellinger
Senior Vice President of Marketing & Development
Sagemark Consulting
A member of Lincoln Financial Group

Seminar Series

  • 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 ...
  • Investment Basics for Foundation Board Members
    Investment Basics for Foundation Board Members

    The IPS is a written statement, formally adopted by a Board, that states a foundation’s mission and goals and how investment policy and practices will help achieve those goals. The IPS will include a list of assumptions and expectations; constrain …
    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 ...
  • 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 ...
  • 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 ...
  • Selling the Family Company?
    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 …
    More ...
  • Successful Successions
    Successful Successions

    What are the choices for succession in your family leadership? There’s always the palace coup, or the basic survivor’s option in some civilizations: succession by assassination. Would you not be better off with good Family Planning?

    There’s healt …

    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 your larger than life family member(s)? This delicate issue is discussed from the perspecti …
    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 creating the legacy family. The Family Council has four main goals: Provides Leadership Throu …
    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 ...
  • 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 ...
  • 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 ...

additional information ...

  • logos-childrens

    Tony does wonderful workshops using real world experience.

    Shelley L. Conger, MBA
    Director of Foundation Giving
    Childrens Hospital 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