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Sotheby's: Managing Art Collections & Estate Planning

Homeimages/stories/democontent/icons/calendar_24.pngNewsSotheby's: Managing Art Collections & Estate Planning

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Seminar Series

  • 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 …
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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 over can begin with their involvement in a Junior Board.

    This seminar offers insight int …

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  • 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 …

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  • 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 …

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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 open the doors to your passion. This seminar covers most areas of philanthropy by discussi …
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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 achieve those goals. The IPS will include a list of assumptions and expectations; constrain …
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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 consider our own mortality. The process can be confusing, time consuming and expensive.

    M …

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  • Maximizing Succession Success While Beating The Odds of Failure
    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 …
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  • For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)
    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 …
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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 dynamics as a case study. There is no depth to which a loving family will not sink when sabota …
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  • 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 …
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  • Your Magnificent Art Collection
    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 …
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    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"

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.

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