We share our expertise with professionals so that together we can deliver the best results for clients

How can we help?

We work in partnership with professionals; lawyers, tax advisers, financial advisers, and accountants.

Our goal from these collaborative efforts is use our knowledge and many years of experience to help you deliver the best possible results for your clients.

At all times through this process, we respect and enhance your relationship with your client. That means that we always work with you and through you, never around you.

• We can provide you with training to help you understand how Svěřenské fondy and trusts work and how they solve problems for your clients.
• We can provide you with access to trust experts when you need them. We are always only a phone call away.
• We can help you work with clients who are interested in succession planning and provide consulting services – answering your and your clients’ questions.
• We can provide you with access to professionally drafted trust instruments. Because of our extensive international experience, our trust instruments are robust. That means that, not only do they comply with Czech law, but they also take into account and anticipate many areas where problems might otherwise arise.
• We can provide you with articles for your client newsletter.
• We can work with you to organise and present seminars on trusts and succession planning seminars for your clients.

Once you have established a trust for your client, we can assist you by recommending experienced partners to help you with the professional administration services that are needed both to ensure that the trust runs smoothly and that it continues to comply with the law.

If you would like more information about how we can help, please contact us.