Financial Professionals

Oppenheimer Family Office Who We Serve

OUR APPROACH

At Oppenheimer, We Listen

We believe families flourish when people feel heard, respected, and prepared.

We start with priorities, not products
We take the time to understand what matters to your family now, not only about your investment goals. 

We meet each generation where it is
Different family members require different conversations, and we engage each one thoughtfully. 

We move at your family’s pace
We do not force consensus where it does not belong. Alignment earned slowly tends to last.

We respect the whole decision
Financial and personal dimensions carry equal weight; we plan for both.

Who We Work With

We take a personalized approach, aligning our expertise with your unique objectives to help you build, preserve, and enjoy your wealth confidently. Our clients are families and Family Offices seeking support across business ownership, family wealth management, philanthropy, and legacy planning.

  • Ultra-High-Net-Worth Families

    We provide tailored advisory to family offices that establish the structure, governance, and wealth management framework needed to oversee complex financial affairs and preserve multigenerational wealth.

  • Family Business Owners, Founders, and Entrepreneurs

    We partner with founders, innovators, and family-owned business leaders from growth through succession, navigating liquidity events and critical decisions with strategies that integrate personal and enterprise goals.

  • Single and Multi- Family Offices

    We deliver sophisticated advisory, governance, investment oversight, and strategic planning solutions that address the evolving needs of complex family wealth.

  • Corporate, Hedge Fund, and Private Equity Executives

    We provide specialized wealth advisory services for senior executives, helping them address the unique challenges associated with compensation planning, investments, and long-term financial security.

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How We Work With You?

Listening deeply. Aligning thoughtfully. Supporting you over time. Your CPA, estate counsel, and investment managers each see part of the picture. Our role is the integrating layer, coordinating specialists so their work advances one strategy, defined through your eyes.

  • Discovery

    Deep listening first. We come to understand your family’s history, values, governance, and long-term aspirations before any recommendation is made.

  • Alignment

    A comprehensive assessment of goals, existing manager relationships, and portfolio structure, identifying where tax, estate, and investment strategies can work as one instead of in silos.

  • Partnership

    Ongoing collaboration grounded in transparency, communication, and continuity, staying closely engaged as generational transitions, family dynamics, and markets evolve.

Start the Conversation
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