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Family Office | General | Succession Planning | Wealth | Wealth Structuring

Asset Allocation Thoughts 2022 family office general wealth structuring Dec 28, 2021


Professional investors are currently moving towards anticyclical investing in order to shield off against inflation and market risk. It is also reflected in the media by now (e.g German newspaper Handelsblatt (Nr. 220, weekend edition 12. - 14. November 2021, page 38)....

SME-LOANS AS BOND ALTERNATIVE AND INFLATION HEDGE? family office general wealth Nov 16, 2021

We have covered inflation worries and the related interest rate outlook early on in one of the last blogs – and our views were pretty much spot on! The traditional credit market is no option for investors that do not follow the appeasing central bank rhetoric, the stock market could be...

Interview on the BeeWyzer Masterclass with the founders family office general succession planning wealth Sep 20, 2021

In July this year Opalesque Family Office and Investor Magazine published an interview with Peter Brock and Christian Stadermann: the two founders of BeeWyzer talk about the NextGen Masterclass they launched, why financial eduction matters and how to offer an enabling training:


Why financial education matters family office general succession planning Sep 13, 2021

Unless you are a banker, you will not normally have been taught techniques for structuring your own wealth. This is never part of the curriculum at any school or university. If you have earned or are about to inherit a significant amount of wealth, many advisers, banks and wealth managers will be...

FINANCIAL PLANNING FOR BIGGER WEALTH? family office general wealth structuring Sep 04, 2021

Financial Planning for private wealth has been around for some decades now and has certainly done a lot of good: people started to treat their personal finances with more care, applying a systematic approach and the concentrated knowledge of trained advisors.

It always starts with a wealth...

INTEREST RATE GUESSING FOR THE 2020s general wealth Jul 08, 2021

Economists that work in the financial markets tend to follow the crowd. That is very economic and risk averse on their side: If they are wrong like everybody else, they will not be blamed on an individual level. If they were wrong as the ‘odd one out’, they would be more likely to...

THE INFLATION FEAR general wealth wealth structuring May 19, 2021

In the last decades, interest rates have only shown one direction – alongside inflation rates they have moved south. Until they tipped the bottom at zero or even in negative figures.

Now for the first time, inflation is on the screen again with prices in some commodities picking up and...

BeeWyzer Thoughts on 2021 general wealth Jan 04, 2021

Following a very bumpy year 2020 with a decline in stock markets in March 2020 of around 30% and a pick-up of valuations to new highs within a short time of around 6 months, it seems difficult to make any projections for the coming year 2021 at all. At the end of the year 2020 for example the...

IMPACT INVESTING IN EUROPE general wealth structuring Nov 02, 2020

Impact investing is finally coming to Germany and Europe, after it existed for some time in the Anglo-Saxon world. The GIIN (Global Impact Investing Network) defines: “Impact Investments are investments made with the intention to generate positive, measurable social...

THE IMPORTANCE OF TRAINING IN TODAY’S PRIVATE WEALTH family office general succession planning Oct 13, 2020

The financial services industry continues to change – not only due to the significant financial crises (Lehman, Covid-19) and the continuing regulatory changes, but also due to digitalization, changing requirements from the Next Generation of wealth owners or the increasingly product-driven...

The BeeWyzer Robustness Score Tool – THE ROBUSTNESS OF YOUR WEALTH general succession planning wealth wealth structuring Oct 13, 2020

Everybody wants his wealth to be organized in a sustainable way. And when I use the term sustainable, I mean two things: Investments obviously should contribute to making this world a better place and investments should be structured as to withstand external shocks.

Diversification is usually the...

Privacy and self-control of family fortunes – Family Offices continuously on the rise general succession planning wealth Sep 04, 2020

Undoubtedly, more and more (single) family offices are continuously being set-up around the world. This is mainly due to the following reasons:

The significant increase in the number of millionaires / billionaires particularly in the world’s growth regions, the continued strive for...

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