How we think about wealth

We diversify our own wealth to protect it from inflation and other risks over the long term, and to preserve it for future generations.

We believe in an optimized portfolio structure across investments, taxation and legal ownership, without unnecessary layers of complexity.

We favor sophisticated simplicity and a straightforward approach.

We combine more than 25 years of our own experience, including lessons learned from occasional losses, with the knowledge and experience of those who have achieved even more.

We place strong emphasis on currency and geographic diversification beyond the Czech Republic and Slovakia. For us, investing globally is the standard, not the exception.

We are completely independent in our selection of investment managers.

Our only criteria are alignment with the family’s long-term strategy, proven expertise, the quality of our relationship with the manager, and a shared investment philosophy.

Naturally, we also consider the overall cost and efficiency of each solution.

Family assets and investments are consolidated in our proprietary eFOP cloud platform, providing a clear overview as well as a secure repository for important family documents.

Everything is transparent and structured as efficiently as possible. We receive no commissions for recommending specific products, have no proprietary investment products to promote, and avoid unnecessary layers that add complexity or obscure costs.

What we most often focus on with our families

An honest outside perspective

We often begin by holding up a mirror, offering families an honest and independent perspective. We recognize that each of us is at a different life stage, with its own circumstances and challenges. That is why every solution we develop is highly individual.

Asset and investment structuring

We structure family wealth and investments, from holding companies and trusts to foundations, drawing on our own experience and working with trusted, independent external advisors where needed.

Exploring future goals

This is often the most interesting part for everyone involved. And it is never truly finished. It is an ongoing conversation that evolves throughout our journey together.

Our experience with many partner families gives us valuable perspective and examples to draw on. At the same time, we remain humble. We know that no two families are alike.

Integrated professional services

You will surely think of legal, tax, accounting, and other services. In our approach, these are primarily practical.

We know what practice looks like and how different it is from theory, especially when combining several disciplines. What matters is a functional connection and integration without anything being "lost in translation".

Philanthropy

The desire to address meaningful challenges and help others comes naturally to us.

That is why we actively engage not only financially, but also personally, in initiatives that strengthen our communities and support the values we believe in.

Lifestyle

We don't let our wealth control us more than necessary. We always return to the basics and to what we enjoy and what makes us happy. That often means a life in sports, in society, and in nature. Beyond that, we love good wine, a challenging and beautiful hike, the buzzing of bees, or secluded camper spots.

Family portfolio segments

Financial Assets

A diversified mix of global equities, bonds, commodities and cash, complemented by alternative funds and investments.

Tangible Assets

A combination of residential, commercial, and logistics real estate, development projects, land, precious metals, and collectibles.

Private Equity

Direct and fund-based global private equity, high-quality venture capital and selected sustainable investments.

Philanthropy

Supporting education, culture, and the arts, as well as foundations, charitable organizations, community activities and other initiatives that create a positive social impact.

Illustrative portfolio allocation

Our proprietary software, built specifically around the needs of our families, provides a complete overview of their investment portfolios and broader family wealth, together with secure documentation in one place.