Path-66.svg

WE GIVE finances BOTH ORDER AND meaningful FUTURE.

Why choose our services?

We are a family office for managing and investing the assets of high-net-worth clients, specializing in:

  • Intergenerational wealth transfer
  • Asset and Wealth management
  • Support with managing wealth structures

EXPERIENCE AND STABILITY

  • We have been professionally engaged in wealth management since 2011.
  • We are the first institutional trustee of trusts licensed by the Czech National Bank (CNB), holding its highest license for investment asset management.
  • We have established family structures in the Czech Republic and abroad with assets exceeding CZK 57 billion.
  • We manage over CZK 12 billion of investment assets.
  • We cooperate with highly reputable and carefully selected local and international partners in law, banking and asset management.
  • We are backed by strong shareholders and their backgrounds.


WEALTH MANAGEMENT BOUTIQUE

  • We help clients organise their wealth management in an efficient and comprehensive manner and preserve its real value over the long term.
  • Under one roof, we address the intergenerational transfer of wealth and its long-term management in context.
  • For each client, we develop a fully tailored succession and investment strategy.
  • We provide access to institutional-grade investment opportunities that are not commonly available in the Czech Republic.
  • We are a local partner with global reach for our clients.
0bn+
CZK assets under administration
0bn+
CZK assets under investment management
~ 0,0 %
weighted average net return of diversified portfolios
0+
years of professional client care

June 30, 2025

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