BEEWYZER NEXTGEN MASTERCLASS IS CLOSED NOW - BOOK FOR THE NEXT START IN AUGUST 2022!
GET THE KNOWLEDGE, WISDOM AND TOOLS FOR ORGANIZING YOUR WEALTH SUSTAINABLY ACROSS GENERATIONS!
- Do you find it increasingly difficult to trust service providers in uncertain times?
- Are you worried about the transfer of wealth to the next generation?
- Do you struggle with your future role in the family, the business or wealth organization?
- Do you want to have more control over your wealth and organize it better?
Align your family interests and create your own roadmap
Increase your return and lower the costs of asset management
Become independent from consultants who are not truly independent
Learn online with state-of-the-art didactics from experienced experts
Get enabled with an efficient training based on videos, worksheets and tools
With the BeeWyzer NextGen wealth enabling journey, you find the knowledge, wisdom, and tools to get it right!
Understand wealth planning and investment implementation and define your own journey in the triangle of the family business, wealth, and personal aspirations!
Wealth is more than investments, facts, and figures, it is about people and psychology, strategy, and structures just as much. No matter, if you are 20 or 50 years of age, you can be a NextGen.
You do not have to become a financial professional yourself in order to take control: We show you how to put up your personal balance sheet as status quo. How to define your goals and develop a strategy to get there. How to pick good service providers and products, how to tackle risk management and how to evaluate and compare investment success. Even after the transfer has taken place, wealth structuring will always be an ongoing work.
Stop relying on trust or a good feeling. Start to take control yourself and shape strategies and structures. Prepare for a smooth transfer process between generations.
BEEWYZER is
INDEPENDENT
from the financial industry - no product selling
ENABLING
tools that are applicable to your individual situation
HOLISTIC
all assets and non-financial aspects of a transfer
SUSTAINABLE
Impact Investing & ESG Environment, Society, Governance
MAKE THE MOST OF YOUR MONEY!
BeeWyzer is a provider of online training enabling you to structure, organize and invest your wealth better and get the oversight on advisers and service providers: With BeeWyzer you get into the driver seat of your wealth organization, allowing for better risk-adjusted returns, more sustainability and less internal family conflicts
INTRODUCING
BEEWYZER NEXTGEN MASTERCLASS
With overall about 25 videos with up to 5 hours of training plus worksheets and enabling tools, this is neither narrow technical schooling nor broad psychological guessing. The combination of practical knowledge and wisdom with psychological patterns and enabling tools will allow you to decide the big wealth issues yourself.
THE CURRICULUM
What You'll Learn
BeeWyzer is a provider of online trainings enabling you to structure, organize and invest your wealth better and get the oversight on advisers and service providers:
With BeeWyzer you get the necessary tools for your wealth organization, allowing for better risk-adjusted returns, more sustainability and less internal family conflicts
Module 1:
Generational Issues
This module is about generational issues and starts with different perceptions in the conflict between the older and younger generation. It outlines, how dialogue on family values is helpful and how to develop your own strategy while dealing with the potential conflicts within the family. At the end of this module, you will see clearly the values you and your family may have with regard to investment decisions. And you will start defining your own vision and strategy to ensure a smooth generational transfer.
Module 2:
The BeeWyzer Method
In module 2 you will set up your own personal wealth balance sheet covering the 5 dimensions of wealth with the BeeWyzer Method. This is the base for all future planning and wealth structuring. The 5 dimensions of wealth cover your stake in the family business / or your own business activity if any, your private wealth outside any operational business, human capital (your own competencies) and social capital (your network), and your family capital covered as an opportunity cost in case of conflict. In addition, you will factor in liabilities and risks with potential impact on your wealth position and start cash-flow planning.
Module 3:
Personal Roadmap
This module is about generational issues and starts with different perceptions in the conflict between the older and younger generation. It outlines, how dialogue on family values is helpful and how to develop your own strategy while dealing with the potential conflicts within the family. At the end of this module, you will see clearly the values you and your family may have with regard to investment decisions. And you will start defining your own vision and strategy to ensure a smooth generational transfer.
Module 4:
Governance
This is about governance. You will understand the difference between corporate, family, and wealth governance and how important they are for the successful management of conflicts and the avoidance of unnecessary risks. Initially, you will check the status quo of your governance situation and spot potential room for improvement. This will get you into the detail of structuring relevant boards or committees and also help you to draft family governance and an investment policy to get it all right.
Module 5:
Strategy
In this module, you will learn how to do the necessary wealth structuring work. You will develop your individual strategic asset allocation. Furthermore, you will design some necessary legal structures for your wealth and learn the practical pros and cons of different formats, including the ‘make or buy’ question). In doing so we will introduce you to different approaches in the asset management industry like active vs passive management and others. We will give you a clear practical guideline, for decisions you will have to take.
Module 6:
Implementation
In module 6 we will apply all the preliminary work of the past modules to your personal situation and get to implementation. We will introduce you to possible ways how to best execute and implement your personal investment strategy, covering issues like tactical asset allocation, investment strategy and the organization of a family office and / or an investment committee. We will guide you through the decision-making process to choose the right investment managers and / or products and the necessary due diligence processes.
Module 7:
Sustainable Investing
You will learn about sustainable investing principles generally, and how to integrate them both into your family values and your wealth structure, from negative screening, and ESG integration to impact investing. You will discover state-of-the-art philanthropy and impact investing methods and understand the importance of all this for a successful and sustainable wealth transfer in the long term.
Module 8:
Controlling & Risk Management
investing is only one thing. Reporting and Controlling, risk management and measuring success are all similarly important for a professional wealth management approach. Taking the right decisions here and regularly reviewing your investment strategy will ensure that your wealth grows and is secured. Understand return and performance after risk and how to compare managers or products and evaluate their success.
Module 9:
Role Positioning
At the end of the journey module 9, you define the necessary competencies for your families’ wealth organization and how you want to manage them. You may hire people or pick service providers. Here you take the ultimate decision on how YOU want to get involved in the overall wealth management process – for your family or just for yourself. This will define your own role within your family setup.
Plus, enroll now and you’ll get…
Three bonus modules brush-up knowledge you may already have on liquid assets, illiquid assets, and new trends.
You have
a choice.
You can continue to rely on advisers, hoping they will do a good job and treat you fairly. You can continue feeling unease when talking to the financial industry, hoping it will work out fine.
OR
You can talk to friends and get their recommendations, read papers and magazines on private finance, google rankings of asset managers and hope these shattered pieces of information will fix everything.
OR
You can start your wealth enabling journey with BeeWyzer, get the knowledge, the wisdom, and the tools to become enabled, and get it right: talk to the financial industry at eye level, design your own strategy, pick the best service providers and control their performance. Or to cut it short: get into the driver seat of organizing your wealth!
MEET YOUR COACHES
Your coaching team: Tessy Antony de Nassau will be your masterclass guide on this journey. Your wealth mentors are two experts that started BeeWyzer. Together they account for more than 50 years of experience in the financial services industry and in advising families of wealth - at banks, asset managers and family offices internationally.
After an impeccable educational journey Tessy Antony de Nassau decided to put theory into practice. She actively promotes a number of issues, including global health and women’s rights. She is passionate about pushing her different agendas to benefit the Sustainable Development Goals and has committed her time and energy to furthering the work of organisations in which she believes in. Moreover, she is actively committed to strengthening basic human rights for all and empowering young women and adolescent girls around the world. She got bestowed the Dame Grand Cross of Order of Adolphe of Nassau from HRH Grand Duc Henri of Luxembourg. Moreover, she received the Woman of the Decade award from the Women Economic Forum in January 2017, the Humanities medal for spreading humanistic ideas worldwide and the Global Empowerment Award for her work in Africa. She was named “Leader of the Year 2019” by the Leadership Academy in Luxembourg.
Peter Brock is particularly familiar with wealth structuring, real assets, private equity / venture capital and sustainable investment strategies. He holds the Certificate in Family Wealth Advising from the US institute FFI and is a former chartered accountant. He has worked for investment banks and for Ernst & Young.
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.
Christian Stadermann has three decades of experience in the financial industry, in financial markets, private wealth and asset management. He is a Certified Financial Planner and has experience in risk management and controlling. He has worked in Germany and Switzerland and managed a family office 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.
You will save more on your investments than you pay now for your training!
The BeeWyzer Method leads you through the jungle of financial products and services. You will be able to draft your personal masterplan for your wealth and define your own roadmap. You will be able to avoid family conflicts in a transfer process and draft your family governance guidelines.
You will get the knowledge and techniques to understand, select and control your financial service providers, when you implement your plan. You will be more confident in your decisions and in a better negotiating position with service providers.
FREQUENTLY ASK QUESTIONS
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It was never that easy to organize your wealth better!
Lower the cost, increase the return, get independent of consultants that are not truly independent - why wait?
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