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
