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