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Are You a Strategic Planner or a Hired Gun

HomeSeminarsWealth OverviewAre You a Strategic Planner or a Hired Gun

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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 take notes? Do you know the difference between being a Hired Gun or being the families Most Trusted Advisor?

If you do not take succession and family dynamics issues into account, the plan that you are developing for your clients will fail. This seminar has been given to various groups for which the California Bar Association and the California Accountancy Board has granted CLE continuing education credit.

Oppenheimer Seminars

  • Art As Investment
  • Wealth Overview
  • 100 Year Plan
  • Family Companies
  • Philanthropy
  • For Women Only
  • Succession Planning
  • Larger Than Life
  • 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's real life experience and business involvement with family wealth issues bring together a unique skill set. His insights and style leave his audience well-connected and motivated. For the first time, many feel that they are not alone and there are solutions to their problems.

    Stephen T. Mellinger
    Senior Vice President of Marketing & Development
    Sagemark Consulting
    A member of Lincoln Financial 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
1011 Rinconada Road #G
Santa Barbara, CA 93101

Telephone: 
213-804-4404
816-721-4118

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