BEEWYZER YEAR-LONG COACHING + MASTERCLASS
SIGN UP NOWGet access to all content of the BeeWyzer Masterclass for one year plus one hour online video coaching every month
- 12 sessions with one of the BeeWyzer founders and wealth mentors
TAP THE KNOWLEDGE AND WISDOM FOR GETTING YOUR WEALTH ORGANISATION RIGHT!
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Do you find it increasingly difficult to trust service providers in uncertain times?
- Do you want a better understanding of the investment world in order to talk the financial services industry at eye level?
- Do you want to have more control over your wealth and organize it better?
- Do you want a sustainable investing approach from ESG to impact investing?
- Do you want to tackle the wealth transfer to the next generation?
- Do you want to combine your online training with an expert coaching on all the issues you may have?
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
MASTERCLASS CONTENT
Get access to all content of the BeeWyzer Masterclass for one year plus one hour online video coaching every month.
- 12 sessions with one of the BeeWyzer founders and wealth mentors
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:
Role Positioning
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:
Role Positioning
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:
Role Positioning
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!
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.
EUR 500 per month
- incl. VAT / sales tax
- Enabling Training with 12 modules and more than 5 hours video training
- Worksheets that allow you to repeat the content of the videos and to deepen your knowledge
- Tools that allow you to apply this knowledge directly to your situation
- Independent experts with together more than 50 years of experience will help you with your questions during a one hour video conference every month
