BEEWYZER 
Consulting

When Online Training is not enough 

FAMILY OFFICE AS A SERVICE

Sie haben Fragen zu Struktur Ihres Vermögens?
Sie wollen Perfomance anders definieren?
Sie wollen Risiken besser managen?
Sie wollen Ihr Family Office neu organisiseren?
Sie wollen Ihren NextGen Prozess gestalten?

Wir helfen, Ihr Familienvermögen durch Beratung und Dienstleistung, strategisches Outsourcing oder Interim-Management effizienter zu managen, Fehler zu vermeiden und bessere Ergebnisse zu erzielen. Setzen Sie Kapital genau dort renditestark und resilient ein, wo Sie es wünschen!

MEET THE PEOPLE

Peter Brock

Peter, one of the global top 40 family office service consultants according to Family Capital, has extensive experience in family office services and wealth management for accounts up to 5 billion USD, gained from HSBC and leading EY’s Family Office Services practice in EMEIA. He’s also a trusted advisor for small and mid-cap business owners seeking guidance in wealth and succession planning, including M&A transactions and impact investing.

Barbara Stadermann

Barbara, former banker and family officer, founder and adviser, is an expert in wealth management and family office organization. With 30 years of professional experience in banking in Germany and Switzerland and a management role in an established family office, she has seen it all from asset allocation to controlling and risk management as well as governance and philanthropy. She is based in Berlin and speaks several languages fluently.

EXAMPLES

  We advise, manage and restructure, organize and moderate, for expample

Family A

Was not happy with the risk-return mix of their wealth. We analysed the existing Strategic Assset Allocation and designed a better one, matching financial targest and investment philosophy alike.
In a second step we could organize the interim management needed to adapt to the new allocation without unnessessary cost.

Family B

Had decided to embark on the NextGen process journey. However, they wanted professional help when defining family values and a family constitution. With a good mix of group sessions and individual talks, we could identify quite a gap in concepts and could facilitate a clearing debate for common grounds.

Family C

Wanted to build up an impact investing portfolio and we could help them to define their strategy, identify targets and get controlling right. An investment committee made up of family members, external experts and BEEWYZER managed to get the next generation involved into decisions on family wealth.

Family D

Needed to reshape their family office after changes in the investment policy and principals in charge. We helped manage the shift from a liquid asset focused organizsation to a real asset focus.
This implied adjustments in staff, information technology and controlling & reporting, avoiding chaos on the way.

WANT TO TALK?

GET IN TOUCH!

Lassen Sie uns Ihre besondere Situation verstehen und die bestmögliche Unterstützung entwerfen