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“Wealth is the ability to fully enjoy life. We will be
to help you. ”

About Us

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


Managing Partner

Petra Tomanová

Wealth Manager

Anna Mansfeldová

Client Support Specialist


Founding Partner

Barbora Šandorová

Client Support Specialist


Board Member, Financial Advisory
& Fundraising

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.


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

Tax and Accounting 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.

Jakub Skavron,
Executive Director ENERGO PRO, leading energy expert and M&A professional; served as senior executive within EPH and RWE/innogy.

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, Vice-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.

Our Partners

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