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Get into the driver seat

of organizing your wealth!

We train you to take better decisions.

BeeWyzer is independent, holistic and enabling. We do not offer financial products or services, but we enable you to consider your wealth on a holistic basis. This includes company value, private assets, as well as human and social value. The value of your family itself is always key and should be at the heart of all financial planning.

BeeWyzer transforms wealth owners into knowledgeable market participants. Wealth owners get enabled to create and build the structures that best match their needs, their performance goals and their risk budget. Understand how to best choose asset managers, service providers and single investments. The impact on the environment and society can and should be integrated into your asset allocation and adressed with the investments picked. In the end, sustainable investing is risk management.

Our process

We train and support clients worldwide to create, build or modernize their wealth structures. From-Do-It-Yourself investment management to family-office setup. The way that best matches their needs, their performance goals and their risk budget.

Other areas include wealth succession planning and nextgen preparation. After all, financial education is the prerequisite for the combining return and impact.
Thus your wealth and our planet can be sustained long-term. Because ownership always implies responsibility.

We help you to create a solution that works in your individual situation. Interested? Let's talk about it.

01

Discover

Discover powerful tactics and behind-the-scenes strategies used by successful individual wealth owners as well as families of wealth, that can work four you too. Experts will shed light on the do's and don'ts and help you to focus on what is important for your situation.

02

Implement

Create an implementation strategy that suits exactly your individual circumstances, performance goals and risk budget. Learn how to evaluate and choose the right managers, suppliers or investments. Take those decisions as part of your training.

03

Take control

Take control by learning how to monitor your investments, suppliers or your family office management. Understand how reporting systems can best serve you. Set up governance structures to provide for efficient administration and to proactively manage risk.

A multi-disciplinary team of creators and experts

Get to know the people behind BEEWYZER and our prior experience.

50 +

Years of experience in financial services, family office setup, wealth management and investing

10 +

Billion US$ of total client assets advised, managed or executed

Peter Brock

Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. He draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim.

He is also an expert in entrepreneurial direct investments from evaluation to transaction execution. This unique combination has made Peter the go-to person for small and mid-cap business owners, looking for advice in matters of wealth and succession planning including M&A transactions. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants. Peter speaks German and English.

Family Office Setup

Family Governance

Impact Investing

Mergers & Acquisitions

Chartered Accountant

EMEIA

Christian Stadermann

Founder of Logos Patrimon, first mover in the GSA region (Germany, Austria, Switzerland) to offer virtual family office services. Based on his professional experience of 25 years Christian helps to shape an innovative form of wealth structuring and management for ultra high net worth individuals (UHNWI) and single family offices. He has long been an asset management expert in controlling, risk management and product selection. In that capacity Christian acted as a German BaFin licensed managing director at HQ Trust, a platform of the Quandt family.

His prior experience includes the UHNWI business at Sal. Oppenheim and Credit Suisse in Zurich. Christian started his career in equity sales and private wealth, heading the International Private Banking Center of Deutsche Bank in Frankfurt. Serving clients in EMEIA, Asia and the Americas from affluent to UHNWI, he could gain a global view of the wealth industry. He is fluent in German, English, Italian and Spanish. Christian is a Certified Financial Planner and experienced with philanthropic foundations, heading the council of a German foundation for a long time himself.

Family Office Setup

Controlling

Philanthropy

Portfolio Management

Certified Financial Planner

EMEIA