Menu
  • Home
  • About Us
  • Seminars
  • Publications
  • images/stories/democontent/icons/calendar_24.pngNews
  • Contact Us

MANAGEMENT CONSULTING ASSOCIATES
  • Home
  • About Us
    • About Oppenheimer
    • Tony Oppenheimer
    • Testimonials
  • Seminars
    • Art As Investment
    • Wealth Overview
    • 100 Year Plan
    • Family Companies
    • Philanthropy
    • For Women Only
    • Succession Planning
    • Larger Than Life
  • Publications
    • The Oppenheimer Collection
    • The Tragedy of Wealth
    • Articles
  • images/stories/democontent/icons/calendar_24.pngNews
  • Contact Us

Footer Menu

  • Site Map
  • Contact Us
  • Disclosures

Main Menu

  • Home
  • About Us
    • About Oppenheimer
    • Tony Oppenheimer
    • Testimonials
      • Roger Alan Grad
      • Shelley L. Conger
      • Stephen C. Wolff
      • Douglas J. Corbin
      • Lee Hausner, Ph.D.
      • James R. Phillips
      • Miyoko Oshima
      • Chuck Cameron
      • Stephen T. Mellinger
    • 100-Year Plan for Family Success
    • About Us
    • Hamilton "Tony" Oppenheimer
  • Seminars
    • Art As Investment
      • Your Magnificent Art Collection
    • Wealth Overview
      • Are You a Strategic Planner or a Hired Gun
      • Planning Retreats With A Facilitator
      • Family Dynamics: Survival Course
      • The Perils of Being a Family Trustee
      • Investment Basics for Foundation Board Members
    • 100 Year Plan
      • Successful and Unsuccessful Estate Planning
      • Create a Family Council
      • Develop a 100-Year Plan: Set Your Family On The Road To Survival and Success
    • Family Companies
      • Selling the Family Company?
      • Maximizing Succession Success While Beating The Odds of Failure
    • Philanthropy
      • Training The Next Generation: Creating a Junior Board
      • Training The Next Generation: How to be Responsible Not Entitled With Managing Wealth
      • Philanthropy: Sharing The Wealth and Dream
    • For Women Only
      • For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)
    • Succession Planning
      • Successful Successions
    • Larger Than Life
      • Finding Your Own Size When You Are Surrounded by Larger Than Life Figures
      • Stepping Down From The Pedestal
  • Publications
    • The Oppenheimer Collection
    • The Tragedy of Wealth
    • Articles
    • The Tragedy of Wealth
    • The Oppenheimer Collection
  • News">images/stories/democontent/icons/calendar_24.pngNews
    • KC Magazine: 100 Influential People Who Make KC a World-Class Destination To Live, Work and Play
    • Art Basel 2012 Miami Beach is rich with African Diaspora artists, attendees
    • Dana Schutz's inventive, contemporary paintings on view at the Denver Art Museum
    • Nerman Museum celebrates 20 years of Oppenheimers’ patronage
    • Sotheby's: Managing Art Collections & Estate Planning
    • Two Decades Sharing A Vision For Collecting Art
    • Oppenheimer Collection Anniversary Gala
    • Charlie Parker Memorial 1999
    • Sculpture Park to be named for Marti and Tony Oppenheimer
    • “Interieur No. 362″ by Anton Henning
    • “Branch House” by Benjamin Degen
    • "Soundsuit” by Nick Cave
    • Family Foundation Feud
    • 10 Must-See Fall Art Shows from Cities Around the World
    • 'Mound' Reception
    • Pacific Standard Time Events Bring Out Actors, Artists, Collectors and Others
    • The PrivateBank Hosts the Community Foundation of Johnson County’s “2007 Evening For Sharing,” One of the Initial Events at the New Nerman Museum of Contemporary Art
  • Contact Us
Powered by Xmap
 

Seminar Series

  • Successful Successions
    Successful Successions

    What are the choices for succession in your family leadership? There’s always the palace coup, or the basic survivor’s option in some civilizations: succession by assassination. Would you not be better off with good Family Planning?

    There’s healt …

    More ...
  • Investment Basics for Foundation Board Members
    Investment Basics for Foundation Board Members

    The IPS is a written statement, formally adopted by a Board, that states a foundation’s mission and goals and how investment policy and practices will help achieve those goals. The IPS will include a list of assumptions and expectations; constrain …
    More ...
  • Your Magnificent Art Collection
    Your Magnificent Art Collection
    You and your spouse have been collecting for the best years of your life. You have grown passionate about the art of collecting and are truly proud of your magnificent Art Collection. Impassioned collectors have spent their whole life gathering and …
    More ...
  • Training The Next Generation: Creating a Junior Board
    Training The Next Generation: Creating a Junior Board

    What skills in communication and leadership are learned being involved in the family company or foundation? Preparing the next generation to responsibly take over can begin with their involvement in a Junior Board.

    This seminar offers insight int …

    More ...
  • Successful and Unsuccessful Estate Planning
    Successful and Unsuccessful Estate Planning

    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.

    M …

    More ...
  • For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)
    For Women Only: What The Good Old Boys Might Forget To Tell You (Or Didn’t Know)

    Many of the world’s wealthy are women. These women face unique issues, decisions, and needs. This seminar and open discussion addresses these particular obstacles. If you’re a woman who’s worked hard to get where she is, or if you have inherited y …
    More ...
  • The Perils of Being a Family Trustee
    The Perils of Being a Family Trustee

    You are flattered that your father or mother has asked you to be a Trustee for their estate. Oppenheimer was selected by his father to be the trustee for his estate. However when the will was read he discovered that one of his three brothers had b …
    More ...
  • Planning Retreats With A Facilitator
    Planning Retreats With A Facilitator

    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 fa …
    More ...
  • Are You a Strategic Planner or a Hired Gun
    Are You a Strategic Planner or a Hired Gun

    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 ta …
    More ...
  • Selling the Family Company?
    Selling the Family Company?

    Consider that your family has been through the succession process with family counselors, attorneys, tax specialists, hired guns and most trusted advisors. It has become patently obvious to the casual observer that your family business will become …
    More ...
  • Family Dynamics: Survival Course
    Family Dynamics: Survival Course

    Et tu Brute? The Hatfield’s and McCoy’s. This series is about Good and Bad Family Dynamics in Action. Oppenheimer uses his own family’s extensive family dynamics as a case study. There is no depth to which a loving family will not sink when sabota …
    More ...
  • Create a Family Council
    Create a Family Council

    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 Throu …
    More ...

additional information ...

  • logos-CA-Philanthropy

    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.

Contact Us

Santa Barbara
1011 Rinconada Road #G
Santa Barbara, CA 93101

Telephone: 
213-804-4404
816-721-4118

  • twitter_alt.png
  • facebook.png
  • dribbble.png
  • Site Map
  • Contact Us
  • Disclosures