nasi-klienti.svg

WE OFFER comprehensive SOLUTIONS TO fulfil the WISHES AND NEEDS OF OUR CLIENTS.

Our clients

Our clients are mainly families with assets in excess of 300 million CZK who want to manage them meaningfully and preserve them for future generations or philanthropic purposes.

We also work with philanthropic and religious organisations with a similarly long term investment horizon.

We specialise in intergenerational transfer of family assets, the establishment and management of trust funds, investment asset management, and administrative support of the family and its members.

More about our services

We would be happy to assist you,
particularly if you find yourself
in one of the following situations


  • You have acquired substantial financial assets through the sale of your business and wish to  preserve it for generations to come.
  • You own shares in a company or have significant assets and want to protect and provide for your children in the event of your incapacity or death.
  • You own a number of companies and need to organize their ownership structure and set up an effective management.
  • You have a family business, a family residence and other assets and you need to resolve their equitable transfer.
  • You feel the need to set out rules for family dealings and the operation of the family business.
  • You wish to protect your wealth from dilution due to the succession of generations or divorce.
  • You are worried about an increase in inheritance and gift taxes.
  • You plan to set aside a share of your assets or income for philanthropic purposes.
  • You are hesitating whether a trust fund is suitable solution for your situation.
  • As a philanthropic organisation, you need to address the long-term management of financial assets.
  • You are looking for an asset manager and suitable investment opportunities for your family office.

We value your privacy

We and our digital partners use cookies on this website. Some of them are necessary for the functionality of the website, but you can decide on the following cookies yourself.

Settings
Decline all
Accept all
Necessary/functional

It would not be possible to operate the website without these cookies. They include, for example, cookies for storing selected settings or remembering logins.

Always active

Analytics

These cookies are used to measure and analyze traffic to our website (number of visitors, pages viewed, average browsing time, etc.). By consent, you will allow us to obtain data on how you use our site.


Advertisement

They are used for the purposes of advertisements displayed on third-party websites, including social networks and contextual advertising. They are tailored to your preferences and help us measure the effectiveness of our advertising campaigns. If you disable them, your ad will continue to show as you browse, but it will not be tailored to you and will be less relevant to you.


Save settings
Accept all