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

Why holistic asset organisation is even more important in times of inflation family office general wealth May 07, 2022

Inflation is a good prism for making the importance of holistic wealth organization and management visible.

Just imagine Miss Jane Smith, a woman in her 40ies, she lives in a country of the western world and has some wealth she inherited from her family plus some very good money she earned as...

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Interview with German Manager Magazin family office general succession planning wealth structuring Feb 23, 2022

A few weeks ago the founders of BeeWyzer talked to Manager Magazin together with a NextGen Masterclass student who did the training and speaks about it.

We are proud to be mentioned alongside prestigious names like Pictet and Metzler!

See the full article here:

Manager Magazin

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

INVEST LIKE A PROFESSIONAL

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)....

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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...

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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:

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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...

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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...

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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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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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