WE HELP PASS on financial AND ethical VALUES from one GENERATION to the next.

Transfer of Assets Plan is a key document for estate planning and transfer from one generation to the next, which outlines both past and future estate transfers within the family. Timelines and forms of asset transfer are an integral part of this document. Each estate plan is individually customized, taking into account the following factors:

• Founders vision and wishes in terms of asset transfer.
• The size and complexity of the assets.
• The family’s history, size, age structure and lifestyle.
• Family’s residence or domicile and their property. 
• Family’s philanthropic aims.
• Timelines consideration.

We provide and offer clients advice and administrative support in the area of will preparation and asset bequests. 
In conformity, with the asset transfer plan, we arrange all of the necessary legal documents. 

• We oversee both asset registrations and archiving of estate documents. 
• We act as the executors of our clients’ wills.

Based on internationally recognized industry wide standards and principles from abroad, including experiences of our long-term clients, we individually develop the following estate planning structures:

• Domestic Trusts
• Liechtenstein foundations
• Trusts in Jersey and Liechtenstein
• Philanthropic foundations and endowment funds

We advise and prepare the Family Constitution, which is the family’s strategic document. In essence it describes the basic rules of intergenerational dealings and management of the family’s assets. 

The Family Constitution may include but is not limited to dealing with the family’s values, roots, and vision. For instance, it encompasses the family’s code of ethics, conflict resolution, employment policy of the family members, disbursement of benefits and so on. 

We offer Trust administration to our clients in alignment with our license from the Czech National Bank.