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Testimonials
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.
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 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.
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 is one of the most knowledgeable people I know and he truly cares. He serves people with integrity, compassion and understanding.
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'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.
Seminar Series
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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 … -
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 … -
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 … -
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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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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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 … -
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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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 … -
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 … -
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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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 … -
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 …
