OPTIMIZING WEALTH WITH THE BEEWYZER METHOD
SIGN UP NOWIn this training you will receive 4 modules from the BeeWyzer Masterclass: get an overview of your wealth with the BeeWyzer balance sheet method, design your investment strategy and asset allocation, implement it by selecting good service providers or products and control their success and risk management.
GET 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?
- Do you want to have more control over your wealth, get involved and organize it better?
- Do you want talk to the financial services industry at eye-level and ask the relevant questions in order to get the answers you need?
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
WHAT YOU'LL LEARN!
Get mentored by one of the Beewyzer wealth experts and gain immediate access to 4 modules from the BeeWyzer Masterclass, with 12 training videos, 4 worksheets and all the necessary tools to transform your tomorrow.
Module 2:
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 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 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.
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.
Euro 1,800
-incl. VAT / sales tax
- Enabling Training with 4 modules that contain 12 training videos
- Four worksheets allow you to repeat the content of the training videos and deepen your knowledge
- Several tools help you to be enabled: apply the knowledge directly to your situation and create your own wealth balance sheet and strategy
Organizing Generations with Family Governance
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.
GET IN TOUCHWHAT YOU'LL LEARN!
Get mentored by one of the Beewyzer wealth experts and gain immediate access to 4 modules from the BeeWyzer Masterclass, with 9 training videos, 4 worksheets and all the necessary tools to transform your tomorrow.
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:
Strategy
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.
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.
Euro 1,800
-incl. VAT / sales tax
- Enabling Training with 4 modules that contain 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.
