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

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...

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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...

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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...

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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...

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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...

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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...

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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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Merchant banking approach of families of wealth general wealth structuring Sep 04, 2020

Is a Family Office today, what a Merchant Bank was in the past ?

Let me explain: In former times, the Anglo-Saxon merchant banking institutions, run by entrepreneurial families like the Rothschilds or the Warburgs, were traditionally combining private and institutional banking services for their...

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Growing importance of impact investing Sep 04, 2020

As part of the search for new and interesting assets classes, impact investing increasingly comes into the fray…, although many people argue that all investments are impact investments, as any investment will have an impact (be it good or bad) on society and / or the environment....

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Factors to consider when deciding on setting up a Family Office family office wealth structuring Sep 04, 2020

People often ask how big the wealth should be for a Family Office to make sense. In the EY Family Office Guide, written some time ago, the team decided that a level of USD 200m would be the minimum for a Family Office. But other sources state higher values around for example USD 500m. A decision...

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