Who We Are
We at the MB Private Client Group of Oppenheimer & Co. Inc. (MBPCG) recognize capital markets can be volatile and most investments have inherent risk. We are firmly committed to helping our clients preserve their wealth, while also helping them exploit volatility driven investment opportunities.
Our 50 plus years of combined experience gives us the ability to assist our clients with liquidity events such as the sale of a business, an inheritance, or a divorce. It also has also afforded us the capacity to assist them in asset management and estate planning services. One of our most important goals is to identify and understand the needs of our clients and their families. We then make sure that those needs are addressed. This is often done by working seamlessly with our clients other professional partners such as attorneys and accountants.
We strongly feel that next generation education is a key part of family planning. The one thing in life that is certain is that we will all pass. When that happens, assets pass to the next generation. Often that occurs with the beneficiaries not knowing or understanding any of the planning that was done, nor the wishes of those leaving the estate. By educating the next generation about markets and the broad strokes for estate planning, they will be well equipped for an eventual inheritance and better prepared to carry out the wishes of their parents.
There is much more to a client relationship than finding the right investment. We feel that a major part of our responsibility is to ensure our clients are prepared for life as it happens.
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