We are an independent family office serving clients across Europe and the US from our offices in Prague and Geneva. Since our foundation in 2007, it has been our mission to help families build, protect and sustain their wealth by making smart choices that inform and define their vision of the family future. We take great pride in providing independent and transparent advice.
We help our clients plan, coordinate and execute a myriad of wealth-related decisions. Our customized solutions, specialized expertise and responsive services are particularly suitable for families whose wealth spans across different jurisdictions, encompasses varied interests and is held within a range of structures. We possess a unique expertise in providing solutions to American citizens residing in Europe.
We integrate the complexities of wealth management into a wider framework of services that support our clients’ life styles and the management of their family affairs.
The custom-tailored offering provided by our staff includes personal bookkeeping and payment processing, concierge and travel services as well as facilities management.
We cooperate with trusted third-party services providers to offer a unique blend of other related family support services under one umbrella, such as legal and tax advice support and coordination, estate planning and support to our clients’ long-term philanthropic projects and charitable activities.
See our brokerage licenses issued by the Czech National Bank and registration of supplementary business activities in the Czech Republic.
Our registration as a financial advisor with the Securities and Exchange Commission in the US can be found under the following link. SEC registration does not indicate that the adviser has attained a level of skill or ability.