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Interview on the BeeWyzer Masterclass with the founders

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:

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Why financial education matters

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...

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FINANCIAL PLANNING FOR BIGGER WEALTH?

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...

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THE IMPORTANCE OF TRAINING IN TODAY’S PRIVATE WEALTH

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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Factors to consider when deciding on setting up a Family Office

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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