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Successful and Unsuccessful Estate Planning

HomeSeminars100 Year PlanSuccessful and Unsuccessful Estate Planning

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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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  • 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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    I can say without hesitation that Mr. Oppenheimer has a deep understanding of the unique issues confronting America's wealthy today. The fact that his insights are largely drawn from his own personal family experience makes him quite unique. His calm, understanding and confident demeanor quickly puts clients at ease. His relaxed, professional and engaging speaking style has won him high marks with a diverse group of client audiences.

    James R. Phillips, CTFA
    Director of Financial Consulting
    Zurich Scudder Investments

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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