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 and family office 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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