Organizing Generations with Family Governance

Prepare yourself for succession and optimize your wealth organization

In this training you will receive 4 modules from the BeeWyzer Masterclass: on generational conflicts, the design of your personal roadmap, family governance and role positioning. You will not become an expert on investment management, but you will understand the psychological and structural problems of wealth transfer to the next generation and get the tools to tackle it.

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BEEWYZER NEXTGEN MASTERCLASS

Prepare yourself for succession and optimize your wealth organization

Is a proven step-by-step advanced training for wealth organization that exactly shows you what to focus on in your role as a wealth owner or beneficiary to grow , secure and transfer wealth.

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GET THE KNOWLEDGE, WISDOM AND TOOLS FOR ORGANIZING YOUR FAMILY GOVERNANCE FOR SUSTAINED WEALTH!

  • Are you worried about the transfer of wealth to the next generation?
  • Do you struggle with your future role in the family, the business or wealth organization?
  • Do you want to reduce and focus conflict areas with your children that threaten the persistence of family wealth?
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Align your family interests and create your own roadmap

Identify conflicts and tackle them by setting up your own family governance

Become independent from consultants who are not independent

Learn online with state-of-the-art didactics from experienced experts

Efficient training enables you with worksheets and tools

BEEWYZER is

INDEPENDENT

from the financial industry - no product selling

ENABLING

tools that are applicable to your individual situation

HOLISTIC

all assets and non-financial aspects of a transfer

SUSTAINABLE

Impact Investing & ESG Environment, Society, Governance

MAKE THE MOST OF YOUR MONEY!


BeeWyzer is a provider of online training enabling you to structure, organize and invest your wealth better and get the oversight on advisers and service providers: With BeeWyzer you get into the driver seat of your wealth organization, allowing for better risk-adjusted returns, more sustainability and less internal family conflicts

THE CURRICULUM

What You'll Learn

BeeWyzer is a provider of online trainings enabling you to structure, organize and invest your wealth better and get the oversight on advisers and service providers:

With BeeWyzer you get into the driver seat of your wealth organization, allowing for better risk-adjusted returns, more sustainability and less internal family conflicts

Module 1:

Generational Issues

This module is about generational issues and starts with different perceptions in the conflict between the older and younger generation. It outlines, how dialogue on family values is helpful and how to develop your own strategy while dealing with the potential conflicts within the family. At the end of this module, you will see clearly the values you and your family may have with regard to investment decisions. And you will start defining your own vision and strategy to ensure a smooth generational transfer.

Module 3:

Personal Roadmap

This module is about generational issues and starts with different perceptions in the conflict between the older and younger generation. It outlines, how dialogue on family values is helpful and how to develop your own strategy while dealing with the potential conflicts within the family. At the end of this module, you will see clearly the values you and your family may have with regard to investment decisions. And you will start defining your own vision and strategy to ensure a smooth generational transfer.

Module 4:

Governance

This is about governance. You will understand the difference between corporate, family, and wealth governance and how important they are for the successful management of conflicts and the avoidance of unnecessary risks. Initially, you will check the status quo of your governance situation and spot potential room for improvement. This will get you into the detail of structuring relevant boards or committees and also help you to draft family governance and an investment policy to get it all right.

Module 9:

Role Positioning

At the end of the journey module 9, you define the necessary competencies for your families’ wealth organization and how you want to manage them. You may hire people or pick service providers. Here you take the ultimate decision on how YOU want to get involved in the overall wealth management process – for your family or just for yourself. This will define your own role within your family setup.

You have
a choice.

You can continue to rely on advisers, hoping they will do a good job and treat you fairly. You can continue feeling unease when talking to the financial industry, hoping it will work out fine.

OR

You can talk to friends and get their recommendations, read papers and magazines on private finance, google rankings of asset managers and hope these shattered pieces of information will fix everything.

OR

You can start your wealth enabling journey with BeeWyzer, get the knowledge, the wisdom, and the tools to become enabled, and get it right: talk to the financial industry at eye level, design your own strategy, pick the best service providers and control their performance. Or to cut it short: get into the driver seat of organizing your wealth!

MEET YOUR COACHES

Your coaching team: Tessy Antony de Nassau will be your masterclass guide on this journey. Your wealth mentors are two experts that started BeeWyzer. Together they account for more than 50 years of experience in the financial services industry and in advising families of wealth - at banks, asset managers and family offices internationally.

After an impeccable educational journey Tessy Antony de Nassau decided to put theory into practice. She actively promotes a number of issues, including global health and women’s rights. She is passionate about pushing her different agendas to benefit the Sustainable Development Goals and has committed her time and energy to furthering the work of organisations in which she believes in. Moreover, she is actively committed to strengthening basic human rights for all and empowering young women and adolescent girls around the world. She got bestowed the Dame Grand Cross of Order of Adolphe of Nassau from HRH Grand Duc Henri of Luxembourg. Moreover, she received the Woman of the Decade award from the Women Economic Forum in January 2017, the Humanities medal for spreading humanistic ideas worldwide and the Global Empowerment Award for her work in Africa. She was named “Leader of the Year 2019” by the Leadership Academy in Luxembourg.

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.

You will save more on your investments than you pay now for your training!


The BeeWyzer Method leads you through the jungle of financial products and services. You will be able to draft your personal masterplan for your wealth and define your own roadmap. You will be able to avoid family conflicts in a transfer process and draft your family governance guidelines.

You will get the knowledge and techniques to understand and tackle your family situation.

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EUR 1.800

-- incl. VAT / sales tax

  • Enabling Training with 4 modules with 9 training videos
  • Four worksheets allow you to repeat the content of the training videos and deepen your knowledge.
  • Several tools make it possible to apply this knowledge directly to your situation.
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It was never that easy to organize your wealth better!

Lower the cost, increase the return, get independent of consultants that are not, get your family governance right - why wait?

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