We are Wealth Advisors. We specialize in the provision of Family Office services and administration of private property. The Family Office services, which we provide, include the following:
Due to knowledge of the client’s entire property, standard of living and future plans we can organise family wealth and set investment processes so that the property and finance remain protected and, in addition, so that the property value grows and overcomes inflation. In our conception of the Family Office services we achieve better maintenance of the capital creation continuity and property appreciation along with protection against unexpected life situations.
By taking over administration within Family Office we create for the client bigger space for their own self-realization in business, employment and private life.
We are aware of our responsibility and appreciate the trust our clients put in us every day. Therefore, we cooperate solely with strong, experienced and proven partners tested by the market.
Among our typical clients are family businesses, entrepreneurs, managers, lawyers, doctors and other representatives of the so-called liberal professions. In addition, we cooperate with a number of top sportsmen and institutions.
Most banks now offer their wealthy clients private investment banking. The banks allocate clients with a personal adviser who annually invites the client for a meeting, asks about their health offers them the banks or their partners products and that's that.
We at Wealth Advisors, work differently. We get to know our clients well. We do this by asking and listening to them, making sure we understand them. If we are unsure, we ask and listen intently until we clearly understand what the client's needs, goals and anxieties might be. As holistic medicine combines all aspects of a patients life in order to cure the patient, we too use all relevant information about their life, property and the current situation in which the client is to achieve her/his financial independence and goals s/he sets up continually with us.
We have always been, are and will be independent. We have a constant overview of what is happening on financial markets, what financial tools are available and continually assess what investment tool is appropriate for the client at any given time and in line with their strategy.
We take upon ourselves the responsibility for decisions and advise we give. We are aware of all the risks. We eliminate those risks by investing, exclusively in time proven, reliable companies and into projects whose risks and financial potential we evaluate regularly.
We strongly stand by the individual strategies we suggest to each of our clients. Our clients trust our strategies and this trust is the most important attribute to our success. The reward for this trust is their peace, financial prosperity, security and stability, which after some time turns into financial independence.
I have been active on the domestic capital and financial markets since their inception in 1992. I was one of the first licensed stockbrokers at the Ministry of Finance. In my work experience in the finance industry, I have worked for several Czech and foreign companies as a broker, head of securities trading, head of the settlement of exchange and OTC trades and head of back office. I also owned my own brokerage firm holding a chair on the Prague Stock Exchange.
In parallel with this, I worked for several years in Hospodarske noviny as technical editor specializing in the insurance, financial and investment sectors and capital markets. Since 2002 I have been a private investment and asset management.
My hobby is beekeeping and Vespa scooter trips.
I first had the opportunity to come into contact with property consultancy when I was invited to a meeting between a financial adviser and his client on a study visit in 2000 in London. This fact positively influenced me, and therefore from that same year on, financial advisory has absorbed me. Since 2008, I have been a financial adviser at Stone & belter where from the onset I was a manager and supervisor. During my time there the idea of private wealth management began to ripen and now I can successfully implement it at Wealth Advisors.
I love spending time with my family and among my hobbies are fishing, mountain biking and tennis.
I started my accountancy carreer in 1993 in my family's business. After graduating from University of Economics, with a major in Business Administration and Management, I expanded my knowledge further by functioning as a controller and accountant in the corporate sphere. Thanks to long-term cooperation with auditors and tax advisors I am able to provide clients with advice on tax optimization when managing their assets. I also provide them with bookkeeping and back office with a personal touch.
My hobbies include traveling and golf.
I am involved in the legal business for more than 25 years. I started to gather experience in the first international law firms that opened their subsidiaries in the Czech Republic already during my studies at the Charles University, Faculty of Law, and immediately after I finished my studies in 1993 I joined one of them as a trainee lawyer. I passed my bar exam in 1996 and in the course of the following 22 years I worked as an associate, partner and managing partner in several important international law firms. Since 2018 I practice as an independent lawyer.
In my practice I have been particularly dealing with corporate and civil law and I have been involved in a number of major privatisations and M&A transactions with an international element. I also have experience with the capital markets sector and insurance business.
My hobbies include sports, especially cycling, skiing, golf and hiking.