About Us
We help our clients managing their wealth in order to achieve their individual, family and business goals.
To select a few, this includes careful personal and financial audits, advisory, coaching, asset management, pension analysis, retirement planning, family governance and counselling services, customized insurance and tax-accounting services.
We have an exclusive network and relationships with key also international providers, giving us access to the strictly selected products on the market for our specific clientele, which include individuals from Forbes ranking, top corporate and family business executives.
Wealth is ultimately about meaning that comes from your relationships and impact you have on others. Where there is meaning, there is value. Holistic capital.
Our Team
Petra Tomanová
Wealth Manager
Anna Mansfeldová
Client Support Specialist
Kateřina Rejlková
Advisor - Private Financial Audit
Barbora Šandorová
Client Support Specialist
Dana Dudková
Client support specialist
PPW has a wide network of international partners, advisors and senior subject-matter experts including traditional swiss financial institutions and family offices.
Our mission is to fulfill your goals.
Services
We work together with our clients achieving their financial, personal, family and health plans to bring them peace of mind. Pinetree Wealth helps our clients with enhancing, preserving and enjoying financial and personal independence.
Wealth and Asset Management & Investment Services
Full fledged Insurance Services
Family Governance Services
Enhancing and preserving financial independence.
International Advisory Board
Jordan Hansell,
former CEO of NetJets Inc., current President of Rockbridge Capital, LLC, and current Chairman of Tradepost, LLC.
Eric Sarasin,
former CEO of Bank J.Safra Sarasin Ltd and Member of the Board of ATAG Family Office.
Howard Spunt,
Co-Founder and Principal, Landmark retail Group USA, Commercial Real Estate Developer, Howie’s Art Malibu.
Robert Nemec,
Partner at PRK Partners, attorneys at law, President of the Czech Bar Association.
Liam Forde,
Founder and CEO, The Zone Partnership. Leadership Coach and Global Change agent. Author.
Milan Orendac,
Experienced board member. Previously Group CFO Cimex Group, CFO and Board member Flexi Finance Asia.