Service to wealthy clients

The needs of wealthy clients coincide in the need to protect their property and loved ones from the wide range of risks that business and everyday life bring. The aim is to have clear rules for family and loved ones to access assets. The ability to manage it and the rights to draw on it.

While the general need is the same, the specific solutions vary widely, just as the businesses, estates and families of our clients vary. The following are typical areas we address. However, this is not an exhaustive list.

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FAMILY PROPERTY MANAGEMENT

  • The creation of a family asset register"
  • Initial filling of the family property register
  • Support for the creation of a family wealth management stragie
  • Ongoing management and updating of the family asset register
  • Preparation of documents for family decision-making on assets
  • Planning support for all operations involving family assets and family members

Family property management

With good management of a substantial family estate, it is likely that it can provide not only for the next generation, but perhaps for generations to come. This is certainly a good reason to pay sufficient attention to asset management. The first goal is a systematic review of the family's assets. This is followed by an asset management system that gives family members the necessary information to know the current role of a given asset, but especially...

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ASSET PROTECTION

  • definition of risks and priorities
  • the principle of addressing specific risks
  • choice of legal and other instruments
  • choice of asset structure
  • practical implementation of the solution

Asset protection

Assets face the risk of depreciation or theft. They attract the attention of criminal elements or individuals who, while staying within the bounds of the law, operate on the edge of ethics in seeking opportunities for enrichment. Risks arise not only from marriages and divorces but also from disputes among blood relatives influenced by life partners.

We create solutions that, with full consideration of the specific situation of the assets and the family, prevent problems from occurring.

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INTERGENERATIONAL TRANSFER

  • transfer of business
  • transfer of private property
  • choice of legal instruments
  • obtaining family support
  • preparing the family for the transfer
  • preparing property and business
  • support for the actual transfer
  • support for long-term management

Intergenerational handover

The family, companies, employees, charitable activities, and many others depend on the assets and their transfer to future generations. A well-thought-out and carefully prepared intergenerational transfer significantly increases the chances of success.

We provide a complete service in creating the system and ensuring its practical operation.

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FAMILY OFFICE

  • Creating a system for managing the family, its assets and minimizing conflict
  • Daily support for the family and its asset management system
  • Creation of Family Councils, preparation of their meetings and actual implementation
  • System for dealing with exceptional/critical situations and their realistic resolution
  • Supporting Family members in addressing their individual needs to the family and the environment
  • Maintaining the necessary administration and archives of the family

Family Office

Wealthy families address needs that others do not have. Family organization, asset management, and preparation for critical situations. The goal is to provide the simplest and least costly solutions possible.

The Family Office's job is to do its best to prevent problems. For those that cannot be prevented, it is to support family members in coping with them and minimising their impact.