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MANAGEMENT CONSULTING ASSOCIATES
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  • Successful and Unsuccessful Estate Planning

    Successful and Unsuccessful Estate Planning

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  • Maximizing Succession Success While Beating The Odds of Failure

    Maximizing Succession Success While Beating The Odds of Failure

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  • Stepping Down From The Pedestal

    Stepping Down From The Pedestal

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  • Investment Basics for Foundation Board Members

    Investment Basics for Foundation Board Members

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  • Selling the Family Company?

    Selling the Family Company?

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  • Family Dynamics: Survival Course

    Family Dynamics: Survival Course

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  • Philanthropy: Sharing The Wealth and Dream

    Philanthropy: Sharing The Wealth and Dream

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  • Successful Successions

    Successful Successions

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  • 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

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  • The Tragedy of Wealth

    The Tragedy of Wealth
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  • The Oppenheimer Collection

    The Oppenheimer Collection
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  • News
  • Seminars
  • Publications
  • About Us
  • KC Magazine: 100 Influential People Who Make KC a World-Class Destination To Live, Work and Play
    KC Magazine: 100 Influential People Who Make KC a World-Class Destination To Live, Work and Play
    Imagine the Nerman Museum as a lovely three-tiered cake perched on the Johnson County Community College campus (JCCC). The icing on the confection is …
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  •  Art Basel 2012 Miami Beach is rich with African Diaspora artists, attendees
    Art Basel 2012 Miami Beach is rich with African Diaspora artists, attendees
    MIAMI BEACH, FL – DECEMBER 05: A general view of the Galerie Daniel Templon at the Art Basel Miami Beach 2012 VIP Preview at the Miami Beach Conventio …
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  • Dana Schutz's inventive,  contemporary paintings on view at the Denver Art Museum
    Dana Schutz's inventive, contemporary paintings on view at the Denver Art Museum
    Dana Schutz, Swimming, Smoking, Crying, 2009. Oil on canvas, 45 x 48 in. Collection Nerman Museum of Contemporary Art, Johnson County Community Colleg …
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  • Nerman Museum celebrates 20 years of Oppenheimers’ patronage
    Nerman Museum celebrates 20 years of Oppenheimers’ patronage
    Tony and Marti Oppenheimers were honored at a Sept. 29 gala at the Nerman Museumof Comtemporary Art, where the galleries were filled with works of art …
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  • Sotheby's: Managing Art Collections & Estate Planning
    Sotheby's: Managing Art Collections & Estate Planning
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 dyna ...
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  • 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 ac ...
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  • The Oppenheimer Collection
    The Oppenheimer Collection
    In an extraordinary gesture more than 15 years ago, Marti and Tony Oppenheimer decided to found the Oppenheimer Collection at Johns  Community College In reaching this decision, they acted upon their passion for contemporary art, their history of arts philanthropy, and their ...
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  • The Tragedy of Wealth
    The Tragedy of Wealth
    The greatest transfer of inherited wealth, predicted to be $45 trillion dollars, ever to be passed from generation to generation in the entire history of the world, is expected to take place during the next thirty years.  Unfortunately, much of this wealth will pass into ha ...
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familyWealthNow more than ever, families must work as a team to ensure that their wealth and resources are properly managed for generations to come.

The greatest amount of inherited wealth ever to be passed from generation to generation is expected to take place during the next thirty years. Individuals and foundations will have an unprecedented ability to expand the growth of family companies and interests, as well as dedicate funds to charitable organizations for the greater good. 90% of U.S. corporations are owned or controlled by families. Only about 16% of family companies survive into the third generation due to lack of strong family leadership, negative family dynamics, poor financial planning and estate taxes.

OMCAworks with families, family companies and family foundations in identifying, addressing and resolving issues related to:

A family's integrity and effectiveness: Balances of powerin family dynamics
Choosing the right leadership for the future.

The next generation: Involvement and succession
The involvement and evolvement of the next generation is the key to future success.

Inheritance, working and productivity
The link between maturity, identity, productivity and work. Don't sell your children short.

Inheritance and self-esteem: "I'm not worthy"
God probably won't ask why you weren't a Moses, an Einstein oryour grandfather, but he might ask why you weren't you.

More than just money: Passing along a desire to be productive
Helping your children discover their passion in life.

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  • Hamilton "Tony" Oppenheimer

    Hamilton (Tony) Oppenheimer and Marti Oppenheimer are founders of Oppenheimer Management & Consulting Associates (OMCA), a professional services firm providing lectures and consultations to philanthropists, family foundations, and family companies. 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 clients and audience in management, governance with charitable foundations, affluent individuals, and family corporations. He is a nationally recognized adviso …

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  • About Us

    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 …

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additional information ...

  • 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

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

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