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 major clients, specializing in:

EXPERIENCE AND STABILITY

We have been professionally involved in wealth management since 2011.
We are the first institutional trustee of trusts licensed by the CNB. We hold the highest CNB license for investment asset management.
We have created family structures in the Czech Republic and abroad with assets exceeding CZK 30 billion.
We manage over CZK 6 billion of investment assets.
We cooperate with highly reputable and carefully selected local and global partners in the field of law, banking and asset management.
We rely on strong shareholders and their backgrounds.

WEALTH MANAGEMENT BOUTIQUE

We help clients to organise 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 create a completely individual succession and investment strategy.
We make available to our clients institutional-quality investments that are not commonly available in the Czech Republic.
We are a local partner with an international reach for our clients.