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100 Year Plan

HomeSeminars100 Year Plan

Successful and Unsuccessful Estate Planning

golden-egg

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.

Many who are enthused or scared into action do not follow through even though not having well-conceived plans can be disastrous. What holds their family together?

Who would be the arbiter of family dynamics? What criteria determine whether a family member is fit to run or even work for the family company? Is the best succession plan to sell the business? Oppenheimer uses his own family’s experience over many generations as a backdrop for Good and Bad Estate Planning. Oppenheimer does not give legal advice but shares a life experience.

 

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Create a Family Council

family

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 Through Governance Not Management
  • Is the Arbiter of Family Dynamics
  • Improves Communication Between Family Lines
  • Controls the family bank.

Your family should consider creating a family council to govern the long-term plans and resources to implement such a plan including the various family capitals but also directing energy towards resolving the dynamics that challenge those plans .

 

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Develop a 100-Year Plan: Set Your Family On The Road To Survival and Success

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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 which to build, the chances of recovering from a crisis are enhanced. Discover that the four capitals of family wealth are not just Financial but also include Social, Human and Intellectual Capital. Why is this critical to family legacy?

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Oppenheimer Seminars

  • Art As Investment
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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, aff …

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  • logos-ashton-group

    Tony is, without question, the foremost authority on family dynamics and the noble struggles of children working in a family business. He is exceptional at working with the emotional human element of the family.

    Stephen C. Wolff, CLU, ChFC, AEP
    Chief Executive Officer
    Ashton Group

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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