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Our clientelle consists of families with assets exceeding 100 million CZK, which they want to use purposefully, preserving it for next generations.
A responsible attitude to family assets is indispensable for preventing the wealth gathered by the first generation becoming a burden for the succeeding ones. This is why we strive to inspire our clients to also pass on to their progeniture values other than material ones.
Research carried out Campden Wealth, a London-based research and networking organisation for families of substantial wealth, revealed that the wealth of the third generation tends to be 92 % lower than the wealth of the first generation. This is due to families underestimating long-term strategies such as creating a succession plan. Our aim is to protect clients from the „rule of 92“.