• 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

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• Socially Responsible Investing (SRI). Social Values Portfolios

• Independent insurance audits

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• 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

• Arrangements for succession within the company

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• Individual, family and business Reboot programs

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

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• 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

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• Conscious Investments and Philanthropy

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• Unprecedented M&A experience

• We joint venture with a Big Four ex senior managers

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• Accounting, bookkeeping, collection and filling administrative documents

 

• Tax compliance and minimising tax burdens

 

• Consulting, advisory and new accounting systems implementation

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• Interim management