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OUR MISSION IS the renaissance of BUSINESS DYNASTIES.

Family Office

The family office is at the core of our services and aims to make the lives of our succession and investment clients easier, thus ensuring the proper administration of their assets.

The services of our family office may replace or supplement existing employees responsible for administrative matters. Most families with assets of up to five billion CZK usually do not employ a complex administrative team or invest in the necessary technological infrastructure.

Our goal is the outsourcing of this service, guaranteeing replacement by taking advantage of our experience working for various similarly placed clients. The extent of our services will mainly depend on the scope of the family’s assets but also on their form and structure.

Why a family office?

We make life easier for clients of succession and investment services by helping them keep their affairs in order.

You don't need to employ a complex team or invest in the necessary technology infrastructure.

That's why we're here.

We are experienced in structuring and administering large estates and complex estate structures. The advantage is our expertise and fungibility. Your estate may be abroad, but your family office is domestic, speaking your language. You will find everything in one place with a specific contact person or in the client area.

0bn+
CZK administered assets of family office clients
0
trusts, SPVs and foundations administered
0
wills under administration
0
families

FAMILY OFFICE SERVICES

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Structuring of Family Assets and Holdings

This service is for families with businesses that contain complex assets as well as for the clients who choose to invest differently to personal entities. 

In partnership with tax advisors, we seek to create investment Special Purpose Vehicles (SPVs), qualified investor funds, or alternative family holdings comprised of family companies, real estate, and investment assets. 

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Family Administration

Offering comprehensive administrative support services for individual and family structures comprised of asset registration, financial management, contract administration, archiving and many more.

Depending on each specific situation, we can also partner up with external legal, accounting and tax advisors or other specialists.

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Wealth management

We offer a range of services to our clients for the comprehensive management of their total investment assets outside of our discretionary mandates:

  • Consolidated Wealth Review
  • Oversight of External Asset Managers
  • Financial Needs Planning, Lombard Financing
  • Investment Policy
  • Family Financial Education

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