BEEWYZER

Consulting

When Online Training is not enoughĀ 

FAMILY OFFICE AS A SERVICE

  • Do you have questions about the structure of your assets?
  • Do you want to redefine and improve performance?
  • Do you want to manage risk more effectively?
  • Do you want to make your familyā€™s assets more resilient?
  • Do you want to reorganize your family office?
  • Do you want to proactively shape your NextGen process?

BeeWyzer Consult helps you manage your family wealth more efficiently through consulting and services, strategic outsourcing, or interim management, helping you avoid mistakes and achieve better results. Invest in opportunities with the required and resilient returns.

Peter Brock

Peter is a seasoned chartered accountant, investment banker and family officer. He has extensive experience in family office services and wealth structuring. His experience is based on positions at Deloitte, HSBC, Sal.Oppenheim and on leading the EY Family Office Service practice in EMEIA.Ā  He is a trusted adviser for entrepreneurial families and wealth owner seeking guidance in family governance, succession planning with experience in M&A and impact investing.

See Peter Brock on Linkedin

Barbara Stadermann

Barbara has been a banker and family officer, a founder and adviser. With 30 years of professional experience in Germany and Switzerland at Deutche Bank, Sal.Oppenheim, Credit Suisse and managing HQ Trust, a Family Office of the Quandt family.
She has seen it all: from asset allocation and wealth management including the controlling and risk space to governance including nextgen training and philanthropy steering, heading the council of a private foundation for several years.Ā 

See Barbara Stadermann on Linkedin

EXAMPLES

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

Family A, Stuttgart

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, Milan

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, Baar

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, Limassol

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.

Peter Brock and Barbara Stadermann presenting UHNWI strategies at
Business Insider Finance Summit of Springer Group in Berlin 2025.

BeeWyzer Consult helps you manage your family wealth more efficiently through consulting and services, strategic outsourcing, or interim management, helping you avoid mistakes, advance quicker and achieve better results. Invest your capital where you want it and with suitable strategies adressing all your targets and requirements.

BESPOKE SERVICES could be

  • Ā inventory of your assets and Strategic Asset Allocation
  • holistic evaluation of your overall financial requirements and reporting format
  • assistance with implementation or transition managment
  • development of your strategic philanthropy or impact strategy
  • design and organization of your nextgen process
  • creation and implementation of your outsourcing strategy
  • definition of your real asset and deal-sourcing strategyĀ 


We are your partner for bringing your investment strategy to life ā€” sourcing investments and deals, supporting execution, managing internal reorganizations or building a deal funnel for co-investment partnerships.

As your consultants we are

  • Indenpendent, holistic, lean and enabling

  • Combined 50 years of experience with different segments of the financial services industry in various contries and a substantial network are at your serviceĀ 

YOUR TRUSTED WEALTH ADVISOR

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Let us understand your situation and find out, how we can best be of help to you