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Testimonials
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.
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.
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.
Tony does wonderful workshops using real world experience.
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.
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.
Tony Oppenheimer has a unique ability to assess family issues and offer solutions in an area most often overlooked by other professionals.
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.
Tony is one of the most knowledgeable people I know and he truly cares. He serves people with integrity, compassion and understanding.
Seminar Series
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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 … -
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 … -
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 … -
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 … -
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 … -
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 …
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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 … -
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 … -
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 … -
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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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 … -
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 …
