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We provide a wide range of professional 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

  • Audit and Management of private and family finances. Linked to "Ceska penze", a unique product in Czech Republic and using also data from Social Security.


  • Asset allocation and investment strategy


  • Pension Analysis and Retirement planning


  • Cooperation with established Swiss financial institutions and Family offices


  • Own and shared Private Equity projects

  • Socially Responsible Investing (SRI). Social Values Portfolios

Full fledged Insurance Services

  • Independent insurance audits

  • Evaluating a portfolio of insurance services and implementing new insurance policies


  • Renegotiating and amending existing policies


  • Support with private placement life insurance as wealth planning tool

Family Governance Services

  • Arrangements for succession within the company

  • Individual, family and business Reboot programs

  • Access to international network of peer families and provide opportunities for co-investments and best practice sharing

  • Redefining Wealth


  • Managing money the way that allows living fulfilling and puposeful life


  • Mentoring family members


  • Individual education according to family needs


  • Concierge, legal and medical support


  • Real estate services

  • Conscious Investments and Philanthropy

  • Unprecedented M&A experience

Tax and Accounting Services

  • We joint venture with a Big Four ex senior managers

  • Accounting, bookkeeping, collection and filling administrative documents


  • Tax compliance and minimising tax burdens


  • Consulting, advisory and new accounting systems implementation

  • Interim management

Keywords: Finances | Consulting | Mentoring

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