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Planning Retreats With A Facilitator

HomeSeminarsWealth OverviewPlanning Retreats With A Facilitator

retreat

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 family business. Ground rules apply, and the facilitator helps keep those rules intact. Your family has unique communication situations.

Learning to communicate effectively with out detonating a Neutron bomb is critical. If you told an employee what you would tell a family member you would be sued. You only know about an employee from what was put on their resume, what you have witnessed or what you heard about at the company year-end party. A family member remembers what you did when you were eight and you have not been forgiven! Transparency and great communication skills are critical for success. Any of the Oppenheimer seminars can also be done as a family retreat.

Oppenheimer Seminars

  • Art As Investment
  • Wealth Overview
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  • For Women Only
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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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    Just as a picture is worth a thousand words, a story can communicate many life experiences and lessons. Tony Oppenheimer's stories enable families to create a new sense of belonging and purpose through giving.

    Miyoko Oshima
    President
    Southern California Association for Philanthropy

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
1011 Rinconada Road #G
Santa Barbara, CA 93101

Telephone: 
213-804-4404
816-721-4118

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