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Create a Family Council

HomeSeminars100 Year PlanCreate 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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  • 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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    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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