WE GIVE finances BOTH ORDER AND meaningful FUTURE.

We assist on passing on of family assets

between generations. We financially manage family trusts and foundations in the Czech Republic and abroad.

We manage private portfolios of families, foundations and investors

with a long-term investment horizon. We emphasise broad diversification across capital markets and alternative investments.

We offer comprehensive administrative support for families

including but not limited to the areas of asset registration, financial management, contract administration, and archiving.

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

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

years of professional client care

June 30, 2025