family office services with Logos Patrimon.
Now it is time to move on: consulting has in big part shifted to www.beewyzer.com and Logos Patrimon has become the domain for interim management.
Interim mamagement for family offices
If you just took the decision to set up your own family office
If you just took the decision to set up your own family office and are not sure yet, what the ideal CEO or CIO looks like, an interim manager can get things started until you know what kind of profile you need and have found the right person.
If you want to change or restructure your family office
If you want to change or restructure your family office operation, but consultancy is not enough, an interim manager can design and/or roll out the new strategy hands-on. A neutral person is often better positioned to handle the emotional side of such changes.
When there is a project-based change, for example a new service
-When there is a project-based change, for example a new service is started, a new IT solution installed or the investment governance is adressed, an interim manager can manage the transition process without your permanent management losing grip on daily business.
If you just took the decision to set up your own family office
If you just took the decision to set up your own family office and are not sure yet, what the ideal CEO or CIO looks like, an interim manager can get things started until you know what kind of profile you need and have found the right person.
If you want to change or restructure your family office
If you want to change or restructure your family office operation, but consultancy is not enough, an interim manager can design and/or roll out the new strategy hands-on. A neutral person is often better positioned to handle the emotional side of such changes.
When there is a project-based change, for example a new service
-When there is a project-based change, for example a new service is started, a new IT solution installed or the investment governance is adressed, an interim manager can manage the transition process without your permanent management losing grip on daily business.
JC STADERMANN
Studies of History, Economics and Financial Planning in Munich, Pisa, London and Oestrich-Winkel (Ludwig Maximilian-Universität, Scuola Normale Superiore di Pisa, The London School of Economics, European Business School). M.A., M.Sc.(Econ), Finanzökonom, Certified Financial Planner.
Co-founder and manager of BeeWyzer GmbH, the first online training company for complex wealth that is independent, holistic and enabling at a time (www.beewyzer.com).
In a nutshell: JC Stadermann has seen the full range of the industry from investment banking to wealth management, gained insights into many single family offices for example at Harald Quandt Trust and as a consultant to many family offices. He was the first to advise on virtual organizational structures with a cohesive outsourcing approach, has organized governance and nextgen processes as well as philanthropic and impact strategies for a number of families.
Interim mamagement for family offices
If you just took the decision to set up your own family office
If you just took the decision to set up your own family office and are not sure yet, what the ideal CEO or CIO looks like, an interim manager can get things started until you know what kind of profile you need and have found the right person.
If you want to change or restructure your family office
If you want to change or restructure your family office operation, but consultancy is not enough, an interim manager can design and/or roll out the new strategy hands-on. A neutral person is often better positioned to handle the emotional side of such changes.
When there is a project-based change, for example a new service
-When there is a project-based change, for example a new service is started, a new IT solution installed or the investment governance is addressed, an interim manager can manage the transition process without your permanent management losing grip on daily business.
3 pillars of tasks for family offices
I) Wealth
Organisation
II) Wealth
Compliance
III) Family Topics
A) SAA = Strategic Asset Allocation
A) Financial Accounting
A) Family Strategy incl. Next Generation, Philanthropy, Philanthropy, Impact, etc.
B) TAA = Tactical Asset Allocation
B) Performance Reporting
B) Family Organisation incl. Tax & Legal
C) Manager Selection
C) Wealth Controlling
C) Concierge Services
GET IN TOUCH AND LET‘S TALK:
P.O.Box 580339,
DE-10413 Berlin,
Office Address on Friedrichstraße
Interim mamagement for family offices
If you just took the decision to set up your own family office
If you just took the decision to set up your own family office and are not sure yet, what the ideal CEO or CIO looks like, an interim manager can get things started until you know what kind of profile you need and have found the right person.
If you want to change or restructure your family office
If you want to change or restructure your family office operation, but consultancy is not enough, an interim manager can design and/or roll out the new strategy hands-on. A neutral person is often better positioned to handle the emotional side of such changes.
When there is a project-based change, for example a new service
-When there is a project-based change, for example a new service is started, a new IT solution installed or the investment governance is adressed, an interim manager can manage the transition process without your permanent management losing grip on daily business.