Financial Professionals

Oppenheimer Family Office Our Guiding Principles

Why Oppenheimer?

Our Firm’s Guiding Principles Differentiate Us

  • Entrepreneurial: Like the clients we represent, we are innovative thinkers with an original vision committed to achieving our clients' goals. We are leaders, uncovering unique opportunities and innovative solutions that help empower our clients.
  • Bold Thinking: We act with confidence that is grounded by experience, insights, and original thinking that allow us to unearth new opportunities that others might miss.
  • Relentlessly Client Centric: It’s not about us. We actively listen to our clients and understand their needs. We define the way forward through their eyes and evolving goals. 
  • Responsive: We go beneath the surface of simply knowing our clients. We respond to their needs with solutions that come from our commitment to an enduring relationship.
  • Family: We have shared values and a strong mutual respect for every individual. We are united in a common bond of commitment, honesty, and trust.

Learn More

Learn more about Oppenheimer's over 145-year history. Explore Oppenheimer’s story through the decades in our anniversary history video and interactive timeline, and discover how our past continues to shape the future.

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  • 1881

    Fahnestock & Co. is founded at Two Wall Street by William Fahnestock, son of Harris C. Fahnestock—prominent financier and founding member of the First National Bank of New York (a Citigroup predecessor).

    Becomes a pillar of early American finance, admired for steadiness and trust.

  • Through Crises

    Survived the Great Depression, 1970s bear market, and the 2008 Great Recession without being acquired or liquidated—growing stronger each time.

  • 2000s

    Merged and expanded capabilities; acquired key CIBC World Markets businesses.

  • Today

    Continued investment in technology, talent, and culture to ensure our second century is even stronger than the first.

    Albert G. Lowenthal (CEO from 1985–2025) becomes Executive Chairman after growing revenue from $5M → $1.4B.

    Robert S. Lowenthal becomes CEO & President, ushering in the next chapter and generation of leadership.

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Family Office Solutions
We bring together specialized expertise across every aspect of wealth management through one integrated team. A seamless approach focused on growing, preserving, and sharing your family’s legacy.
Joyce Walsh
Managing Director - Family Office Solutions [email protected]

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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Disclosures

Oppenheimer Trust Company of Delaware (“OTCDE”), Oppenheimer Asset Management Inc. (“OAM”) and Oppenheimer & Co. Inc. (“Oppenheimer”) are indirect wholly owned subsidiaries of Oppenheimer Holdings Inc. Securities are offered through Oppenheimer, a registered broker/dealer and investment adviser. If you select one or more of the advisory services (i.e.; Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Securities are offered through Oppenheimer, a registered broker/dealer and investment adviser.

Securities products and Alternative investments offered or sold by Oppenheimer will not be endorsed or guaranteed by Oppenheimer and will be subject to varying degrees of investment risks, including the possible loss of principal invested.

Insurance is sold through Oppenheimer Life Agency, Ltd., an affiliate of Oppenheimer & Co. Inc. Before purchasing a policy of insurance, please review both the insurance carrier and the insurance policy carefully before investing.

Oppenheimer and its affiliates do not provide legal or tax advice. Clients should consult with their own tax advisors.

For further information about the products/programs available and their suitability, please contact your Oppenheimer Financial Advisor.

This material is not a recommendation as defined in Regulation Best Interest adopted by the Securities and Exchange Commission.

Oppenheimer & Co. Inc. Transacts Business on all Principal US Exchanges and is a Member of SIPC. 9100947.1