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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.