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Oppenheimer Holdings: /individuals-families/family-office/faqs

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  1. Oppenheimer Holdings

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    Oppenheimer Holdings is an Investment bank and investment firm.

    • What is a Family Office?

      “A Family Office is a private business established to serve the unique financial and personal needs of a family of substantial wealth. Family Offices are often created to provide the oversight, governance, and organizational framework needed to manage a family’s wealth, uphold its values, and support its long-term legacy.”

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    • Do I need a Family Office?

      “Establishing and managing a single-family office requires significant financial and personal resources, therefore it is generally suitable for families with substantial wealth and intricate financial, operational, or family governance needs. Family Office Solutions exist along a spectrum, including single-family, multi-family, and virtual structures. Each is designed to address different levels of complexity while providing varying degrees of personalization and support.”

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    • What types of services do Family Offices provide?

      “Family Office services are tailored to the diverse needs and goals of each family. Oppenheimer's Family Office Solutions are designed to help families grow, operate, protect, share, and enjoy their wealth across generations, all while alleviating administrative burdens so they can devote more time to the people and pursuits they value the most.”

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