How To Set Up Your Family Office with Peter Brock of Beewyzer.com

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Your wealth is growing, and you don’t have the staff on hand to manage all the moving parts. When there are asset taxes, regulatory risks, and your reputation at stake, this could unravel your whole legacy vision for generations to come – including managing relationships with various family members. How can you set up your family office so as to manage your legacy and wealth the same way you manage your business? In this week’s episode, Angelina Carleton speaks with Peter Brock, founder of BeeWyzer.com. Peter shares eight key areas of how your modern family office structure can preserve and organize your legacy, to keep day to day operations on track for continuity and momentum. Listen in to learn how managing principle/agent conflict, negotiating fees, and organizational management will help your future and family weather any economic storms on the horizon. Learn more about Peter at www.Beewyzer.com. - Since 2000, Mr. Brock has acted as the Investment Director in "impact investing" for the family office known as "4L Vision GmbH". In addition, in 2018, Peter serves as Chairman of the Investment Committee for a large Swiss single-family office. And third, Mr. Brock is the co-founder of "Bundes Initiative Impact Investing", the federal German initiative for impact investing domiciled in Berlin, Germany where he leads the working group "Family Offices". Fourth, he is the Managing Director of the Impact Investing Magazine www.impactinvestings.de.. Prior to 2018, Mr. Brock was the Executive Director and Leader in Family Office Services in the EMEIA and GSA at Ernst & Young ("EY") based in Dusseldorf, Germany. Over six (6) years, Peter created and expanded the global and multi-disciplinary service offering for Family Office Services at EY. And in the past 25 years, he worked in investment banking / SME Corporate Finance and in Private Banking at such companies at Deloitte, the WestLB-Group in London, HSBC Tinkaus, Sal. Oppenheim and IMAP M & A Consultants. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.