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MANAGEMENT CONSULTING ASSOCIATES
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Seminar Series

  • 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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  • Selling the Family Company?
    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 …
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  • Create a Family Council
    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 …
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  • Training The Next Generation: How to be Responsible Not Entitled With Managing Wealth
    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 …
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  • Are You a Strategic Planner or a Hired Gun
    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 …
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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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  • 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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  • 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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  • 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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  • 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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  • 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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additional information ...

  • logos-CA-Philanthropy

    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.

    Miyoko Oshima
    President
    Southern California Association for Philanthropy

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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Santa Barbara, CA 93101

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213-804-4404
816-721-4118

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