Family Office

Oppenheimer’s broad range of personal services, our experience and our culture of experience and collaboration help us work effectively with family offices. The integrated, long-term relationships that these offices build with several generations of client families can find a match with Oppenheimer’s willingness to work with legal, planning and tax professionals. Oppenheimer’s methodology means that we all occupy seats at the same table with the same goal: to offer clients integrated service, seeking to maximize their wealth and provide ongoing financial services, administration and education. Our hands-on approach to financial services and long-term strategies can enable a family office to delegate, yet oversee, investment management activities and to add value in their communications with client families.

Our investment platform offers a broad range of carefully selected and monitored funds across a variety of asset classes, including alternative investments (where appropriate), as well as special offerings such as Master Limited Partnerships. Our Wealth Management Services group seeks to help clients preserve their wealth while seeking to grow it, while Oppenheimer Trust Company of Delaware assists in protecting clients’ objectives in caring for other family members or fulfilling their philanthropic goals. We can also assist in the purchase or sale of businesses that family office clients may own or setting up retirement/pension plans. In addition, members of a family office may themselves need Financial Advisors, and Oppenheimer’s experienced professionals, who share so many experiences, are ideally suited to providing services for them as well as family office clients.

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