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.
Sign up now!GET THE KNOWLEDGE, WISDOM AND TOOLS FOR ORGANIZING YOUR WEALTH SUSTAINABLY ACROSS GENERATIONS!
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.
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
- 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?
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.
