Our Family Office Solutions span the full breadth of our firm, giving clients access to the best of Oppenheimer, not simply the resources of a single division. We serve as a coordinated gateway to the firm's collective expertise, to address the complexities of significant wealth.
As a family-led firm, we understand that a family office requires a unique blend of institutional-grade capabilities and highly personalized services. Our approach combines the resources and expertise of a leading financial institution with the attention to detail that a sophisticated family office demands.
We understand that financial capital doesn’t exist in isolation. It lives inside a family, with different generations, perspectives, and responsibilities. Our role is more than to manage assets, it is to help families navigate complexity through milestone moments as well as generations. We work with families not only for the next decision, but for the next generation.
Long-term thinking
Decisions weighed in decades, not quarters.
Thoughtful advice
Recommendations shaped by your objectives, delivered with candor.
Respect for family dynamics
Different members, different conversations. Moving at your family’s pace.
Stewardship that extends beyond balance sheets
Values, governance, and legacy alongside capital.
Our teams are built for tenure. Families work with the same senior people, with direct access to leadership and a team of wealth management experts, estate planning strategists, and bankers.
Family office is central to how our firm thinks and operates. It is not a service competing for attention with other businesses lines. We advise on transactions we have lived, offering integrated expertise and consistent leadership.
Full-service capabilities including wealth management, capital markets, investment banking services. All delivered at a scale where the people leading our firm can know your family.
Our open architecture allows recommendations to be shaped by your objectives. You will benefit from our integrated solutions.
Never acquired, never absorbed. The Great Depression, the 1970s, the 2008, Oppenheimer emerged from each stronger with time horizons set by founding-family leadership.
A single, coordinated approach across investments, planning, tax, estate, and family governance and lifestyle partners. One strategy that harnesses and streamlines complexity.
Thoughtful structures designed to support leadership transitions, liquidity events, education of the next generation and evolving priorities.
Discretion, sound judgment, and a relationship built for the long term.
At Oppenheimer, we take time to understand your needs and priorities, using them to advise and provide personalized family office options. Contact us or find some frequently asked questions on our website.
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