Oppenheimer Family Office Our Solutions
Foundational Pillars
Investment & Asset Management
Customized portfolio strategies across public and private markets, aligned with each family’s objectives, risk tolerance, and time horizon.
Governance & Education
Frameworks and programs that strengthen decision-making, family alignment, and next-generation preparedness.
Investment Banking, Deal & Transaction Support
Strategic advisory across mergers, acquisitions, capital raises, and liquidity events.
Financial Administration & Reporting
Consolidated reporting, cash flow oversight, and operational support to ensure clarity and control.
Risk Management & Insurance
Identification and mitigation of risks through tailored insurance and protection strategies.
Tax Services
Proactive tax planning and coordination to optimize outcomes across jurisdictions and asset classes.
Legal & Structuring Services
Robust legal frameworks and entity structuring to support asset protection and efficient ownership.
Estate Planning
Structured wealth transfer strategies designed to preserve legacy across generations.
Philanthropy & Impact
Strategic giving solutions to align capital with values and maximize societal impact.
Lifestyle & Concierge Services
Personalized services that simplify daily life and elevate experiences from travel and properties to art advisory and unique opportunities.
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Core Solutions
Our core solutions including, investments, financial planning, tax, estate, and reporting, are delivered by one integrated team. Around them, we offer a trusted expert network of vetted specialists who coordinate on your behalf and allow you to focus on what is most important to you.
FAQs
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