BEEWYZER NEXTGEN MASTERCLASS
It 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.
SIGN UP NOWGET THE KNOWLEDGE, WISDOM AND TOOLS FOR ORGANIZING YOUR WEALTH SUSTAINABLY ACROSS GENERATIONS!
- Do you find it increasingly difficult to trust service providers in uncertain times?
- 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 get the tools for getting the wealth transfer right?
Align your family interests and create your own roadmap
Increase your return and lower the costs of asset management
Become independent from consultants who are not truly independent
Learn online with state-of-the-art didactics from experienced experts
Get enabled with efficient trainings based on videos, worksheets and tools
With The Beewyzer Nextgen Wealth Enabling Journey, You Find The Knowledge, Wisdom, And Tools To Get It Right!
Put up your wealth balance sheet or one for your family with the BeeWyzer method!
Define your aims and targets and design an individual strategy to get there!
Get the basic knowledge that allows you to talk to the financial services industry at eye level!
Learn to pick financial service providers or products that best suit you and your strategy!
Understand different forms of organizing and structuring family wealth and which one is for you!
Take up the knowledge for implementing it all - from general structuring to the daily doing!
Understand different conflict areas within families of wealth and the tools to tackle them!
Design your own family governance and allow for a successful transition of wealth to the next generation! Start to develop your own personal roadmap inside your family or beyond!
Make sure that sustainability and impact is factored into all steps of organizing and managing your wealth!
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 the necessary tools for 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 2:
The BeeWyzer Method
In module 2 you will set up your own personal wealth balance sheet covering the 5 dimensions of wealth with the BeeWyzer Method. This is the base for all future planning and wealth structuring. The 5 dimensions of wealth cover your stake in the family business / or your own business activity if any, your private wealth outside any operational business, human capital (your own competencies) and social capital (your network), and your family capital covered as an opportunity cost in case of conflict. In addition, you will factor in liabilities and risks with potential impact on your wealth position and start cash-flow planning.
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 5:
Strategy
In this module, you will learn how to do the necessary wealth structuring work. You will develop your individual strategic asset allocation. Furthermore, you will design some necessary legal structures for your wealth and learn the practical pros and cons of different formats, including the ‘make or buy’ question). In doing so we will introduce you to different approaches in the asset management industry like active vs passive management and others. We will give you a clear practical guideline, for decisions you will have to take.
Module 6:
Implementation
In module 6 we will apply all the preliminary work of the past modules to your personal situation and get to implementation. We will introduce you to possible ways how to best execute and implement your personal investment strategy, covering issues like tactical asset allocation, investment strategy and the organization of a family office and / or an investment committee. We will guide you through the decision-making process to choose the right investment managers and / or products and the necessary due diligence processes.
Module 7:
Sustainable Investing
You will learn about sustainable investing principles generally, and how to integrate them both into your family values and your wealth structure, from negative screening, and ESG integration to impact investing. You will discover state-of-the-art philanthropy and impact investing methods and understand the importance of all this for a successful and sustainable wealth transfer in the long term.
Module 8:
Controlling & Risk Management
investing is only one thing. Reporting and Controlling, risk management and measuring success are all similarly important for a professional wealth management approach. Taking the right decisions here and regularly reviewing your investment strategy will ensure that your wealth grows and is secured. Understand return and performance after risk and how to compare managers or products and evaluate their success.
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.
Bonus 1:
Liquid Investments
How much risk in stocks you can take depends mostly on your investment horizon - listen to an example from the real world on how time heals shocks in securities accounts for the next generation.
Bonus 2:
Illiquid Investments
Illiquid investments typically include real estate, private equity, venture capital or other forms of direct entrepreneurial investments. But also other long term assets like passion investments, infrastructure or agricultural investments, which all carefully need to be allocated in your overall wealth portfolio so that you stay liquid and solvent at any point in time. You need to consider the traditional triangle of asset management, an optimal distribution between risk, return and liquidity.
Bonus 3:
New Trends in the Financial Industry
ETF has long passed the wrapping of passive index investment at low cost. So you better watch out what you buy under the label of ETF!
WATCH SOME SNIPPETS FROM OUR TRAINING VIDEOS!
Module 1:
Generational Issues
Module 2:
The BeeWyzer Method
Module 3:
Personal Roadmap
Module 4:
Governance
Module 5:
Strategy
Module 6:
Implementation
Module 7:
Sustainability
Module 8:
Controlling & Risk
Module 9:
Role Positioning
Get Started Now!
The BeeWyzer Method leads you through the jungle of financial products and services with a language everybody understands.
You will get the knowledge and techniques to understand, select and control your financial service providers, when you implement your plan. You will be more confident in your decisions and in a better negotiating position with service providers.
THE BEEWYZER NEXTGEN MASTERCLASS STARTS EVERY QUARTER - SO SIGN UP FOR THE NEXT COHORT!
Masterclass
EUR 4,150.—
— incl. VAT / sales tax
- Enabling Training with 9 modules plus 3 bonus modules across 30 videos for a three months journey with new material being released every week
- Many worksheets and tools that can be applied to your situation directly
- 3 online networking events for direct contact with your trainers and co-students
- Free ticket for a possible BeeWyzer live event in Berlin in 2024
