Blog
Client stories
We write about what we actually work through with clients. How a portfolio is built, what to do when markets fall, how to talk to children about money and what responsible investing really means.
He made Prague his home. His wealth is still international.
He lives in Prague but holds assets across several countries and currencies. A model story of how we brought them together into one investment strategy.
He sold his company. What now for the capital he built over twenty years?
After a company is sold, a large part of the owner’s wealth turns into money in an account within a short time. A model story from practice shows how a structure grows out of it, one where every part of the capital has a role.
In the folder her father left there were fourteen statements and one business card
A model story of a client who inherited a portfolio from her father. Why the first step does not have to be a change, and why a good portfolio need not suit its new owner.
Seven funds from three advisors. Nobody lied to him
Twelve years, three advisors, seven funds. A model story of a client who wanted to know what his portfolio really cost, and found that the fees were not the most expensive part.
Nobody talked about money over Sunday lunch
Two adult children, family assets in the tens of millions and a rule that money is not discussed at lunch. A model story of a family working out how to hand it over.
She kept a spreadsheet for seven years. She wanted to know how much she could withdraw
A model story of a client who brought her own table of withdrawals. What changes when wealth is meant to stop growing and start providing a regular income.
Want to discuss your situation in person?From articles to your own numbers
The consultation is non-binding. We speak plainly and we do not push you into anything.
Book a consultation