News
Seminar Series
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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 … -
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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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 … -
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 … -
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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Develop a 100-Year Plan: Set Your Family On The Road To Survival and Success
No one can predict a natural disaster or act of war that directly impacts your business. Likewise, no one can predict the internal conflicts that can destroy family unity and prosperity. If you have a strong foundation and a long-term plan from wh … -
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 … -
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 … -
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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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 …
