Our online trainings are truly enabling -
for those who do not want to walk it all alone: let's talk!
If your family is in the process of getting investment knowledge in...
- For your next generation
- For your family office set-up that is under way
- For the structuring of your wealth after a liquidity event of other changes in business or life
Learning is the basis for everything...
Whether you will manage your wealth yourself or control service providers or a family office: without investing knowledge you are lost.
If our self-contained online trainings do not match your challenges completely, let's talk and design a special training approach for you - online from our archived material or in presence one-on-one or for a group of people from your family!Book an online meeting with calendly!
Individual trainings are not easy to design ...
...in order to define the if's and how's of a bespoke training, we need to know your situation. So, before arranging a call or an online meeting, you may as well use our contact form and tell us what you are looking for:
from the financial industry - no product selling
tools that are applicable to your individual situation
all assets and non-financial aspects of a transfer
Impact Investing & ESG Environment, Society, Governance
Here Is How Your Bespoke Training might come into life: You're Going To Get
These may be basic steps before we start
Step 1: Inform
Send us an e-mail or book an online meeting with us. Tell us your situtation. As many facts and figures as you like to share at this point in time. But add the soft facts also, the emotional aspects, that matter. This may be crucial conflict zones, the NextGen status or the like.
Step 2: Communicate
After we have analyzed what we have learned from you, we will have a call or another online meeting. This will allow us to ask relevant questions that we identified. You may tell us even more about the content, the format and the purpose of the training you desire.
Step 3: Propose
Based on Step 1 and 2 we will propose a training concept to you, that bundles all our resources in order to get you where you want to go. If you accept our offer, training will start at short notice. Some material may be sent out to you for preparation, some as follow-up.
Write us ...
Tell us what kind of training you need
We are happy to get back to you with ideas!
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.