"Will Your Legacy Be Wiser?" with Peter Brock, Co-Founder of BeeWyzer.com

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you in an entrepreneurial family where the subject of your legacy isn’t talked about enough, with key communications to raise issues early? You’re not alone. Starting new conversations can bring up generational issues, conflicting demands, role confusion as well as succession risks. This can get even worse when problems seem big, historic or psychological and you wonder how to transform passions of resentment into passions of a shared vision. If this sounds like your family business, get your cup of tea and get ready for some independent advice and holistic conversation from a seasoned guide who understands the importance of governance. In today’s podcast episode, Angelina Carleton speaks with Peter Brock about best practices, policies and principles when managing corporate, family and wealth governance for your investment statement. Listen in to learn what Peter has to share about the three possible journeys any family member can take in their individual reflection! Sign up for Peter’s Master Class to receive your education of legacy structuring across generations with his five pillars of wealth at www.beewyzer.com. - Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter Brock led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. Mr. Brock draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London 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.