We work for wealthy families whose financial portfolios, business participations and properties are spread all over the world. Our clients are families of the first generation as well as families benefiting from a significant inheritance from previous generations.
Recognising that less than half of wealth transitions is successful, we work with our clients to design and implement the most efficient wealth transfer architecture in order to reflect the desires of the founder and the financial needs of the descendants.
We ensure that family wealth is protected and growing before it comes into the hands of the next generation.
Inheriting a significant wealth may be a life-changing event. On the one hand, there is a commitment to the wishes of the founder. On the other hand, the client has his/her own vision about how the inherited wealth should evolve. It is important to harmonise these two points of view.
As Family Wealth Boutique, we help to integrate the wealth-giver’s financial wishes into the client’s own financial plan. We manage various segments of the family fortune and relieve the principals from day-to-day wealth management tasks.
Ladies hold nearly 30% of global wealth, yet they may be unfamiliar with the world of financial planning. Being the creator of her own success or becoming wealthy due to family circumstances, a woman may require a reliable and trusted party when it comes to managing her own financial affairs.
Through dialogue and understanding the specific characteristics of ladies’ wealth concerns, we help to find orientation in their financial affairs and design an efficient architecture to protect and grow their fortune.
Founder and name partner, 25 years of experience in international private wealth management and estate planning for wealthy families.
Several senior banking positions in Switzerland and internationally, Vice President at Société Générale Private Banking and Director at ING International Private Banking. Founded first foreign private banking operations in the Czech Republic. Investment banking in New York, USA.
MSc Degree in Physics from the School of Nuclear Physics, Czech Technical University in Prague, BSc (Hons) Degree in Psychological Studies from University of Derby, UK and Management in International Banking INSEAD, Fontainebleau, France.
English, French, Russian, Czech and Slovak.
25 years of experience in private banking and private portfolio management.
Before joining Florian & Partners AG, various senior banking positions at Erste Private Banking Prague, ING Bank Prague, CSOB (KBC Group) and Raiffeisenbank Prague.
Portfolio Management Certificate from the Czech National Bank. Private Banking Advisor Diploma from Frankfurt School of Finance and Management. Certificate of the Amsterdam Institute of Finance.
English, Czech and Slovak.
40-year career in private wealth management.
Before joining Florian & Partners AG, First Vice President at Société Générale Private Banking in Zurich, portfolio manager at Bank Leu AG, Liechtensteinische Landesbank (Schweiz), Zuger Kantonalbank, Schweizerische Volksbank and Schweizerische Bankgesellschaft.
Swiss Federal Certificate in Banking and the Certificate in “Investment Analysis and Portfolio Management” from the Institute of Finance in New York, USA.
German, English and French.