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Managing family wealth across generations.
Growing and preserving the wealth of multiple family members is becoming increasingly difficult for family offices. Oppenheimer's Family Office Services can help.
We enable a family office to offload investment management and other ongoing financial services on behalf of their clients, while maintaining oversight. Whether it is the day-to-day administration of a family's affairs or long-term financial planning, we offer an integrated service focused on maximizing wealth and building deeper relationships.

How Oppenheimer Financial Professionals add value to a family office.
- We are experienced professionals who assist members of a family office with preserving and growing wealth
- We provide an investment platform that offers a broad range of carefully selected and monitored funds across a variety of asset classes, including alternative investments (where appropriate*), as well as special offerings such as Master Limited Partnerships
- We help fulfill our clients’ objectives with respect to caring for other family members or philanthropic initiatives
- We assist with the purchase or sale of businesses that family office clients may own, and help set up retirement/pension plans
*For qualified investors only
