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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
How many portfolios do you actually have? On diversification that makes sense
Equities, bonds, property, private equity, different regions, currencies or strategies. The number of investments and accounts still says nothing about how well the wealth is really diversified.
How to Preserve Family Wealth? 900 Years of British History
Why are some families able to pass on their status for centuries, while other wealth disappears within just a few generations? Research spanning almost 900 years of British history shows that the longevity of family capital rests on foundations far broader than money alone.
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.
Investing in the Czech Republic as an Expat: How to Build a Portfolio That Works Across Borders
Living in the Czech Republic does not mean all your investments need to be Czech. If your income, assets and future plans span several countries, your investment strategy should take that into account.
The Core Layers of Wealth: How a True Sense of Security Is Built
Wealth is not created by a single decision, but gradually over time. We show what layers it consists of, what role each plays, and why their balance brings a true sense of security in everyday life.
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.
How Do the Wealthiest Czechs Invest? Natural Development or Trend?
Investments by wealthy Czechs such as Renáta Kellnerová and Karel Janeček inspire many investors. In 2024, cryptocurrencies and digital assets became major topics. Mr. Janeček is known for his strategic approach to innovative technologies, setting an example for others.
Want to discuss your situation in person?From articles to your own numbers
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