At the Schoenkin and Lesser Group of Oppenheimer & Co. Inc., we understand the challenges families and fiduciaries face when establishing a virtual family office. A Virtual Family Office (“VFO”) consists of a team of professionals who rather than operate in silos, collaborate seamlessly to provide a holistic wealth management experience, supported by well-defined governance, structure, and process. With 35 years of experience and close relationships with our clients' trusted advisors, we excel at building these virtual teams across multiple firms.
In addition to serving multiple generations of affluent families, we understand the importance of collaboration with business managers, CPAs, attorneys, and trustees who act as fiduciaries for their clients. To ensure a seamless and transparent wealth management experience, we have developed our Fiduciary Services Coordination process. This process aims to synchronize the efforts of tax and legal professionals and other advisors who guide affluent families. Together, we share a common passion and recognize that working closely as a team is the most effective way to address our mutual clients' fears, anxieties, and life objectives while adding substantial value.
2025 Best-In-State Wealth Advisors finalists spotlight the top advisors across the country who were nominated, researched, interviewed and assigned a ranking within their respective states by Forbes|Shook Research.
David Schoenkin is a Managing Director – Investments specializing in asset management and generational wealth transfer strategies. David leverages over 35 years of experience in the financial industry to identify and quantify bespoke investment opportunities for his clients. Through his relationships with the world’s top tier investment teams and many of the country’s top Trust and Estates attorneys David focuses on multi-generational wealth preservation and family wealth management
Sandy Lesser is a Managing Director – Investments with an asset management background focusing on non-correlated market strategies. He strives to achieve risk-adjusted returns that are aligned with each client’s goals and objectives. Sandy has been in the financial service industry for more than 30 years where he has gained specialized insights which he leverages for the benefit of his clients. His areas of focus are both in professional asset management and corporate executive services.
Jake joins The Schoenkin & Lesser Group of Oppenheimer & Co. Inc. as a Director – Investments
and will focus on developing business strategies, management consulting for clients as well as domestic and international businesses.
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
