News
Seminar Series
-
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 … -
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 …
-
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 … -
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 … -
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 … -
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 …
-
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 … -
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 … -
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 …
-
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 … -
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 … -
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 …
