Private Wealth / Trusts / Foundations
We are one of the leading providers of legal and tax advice in the Czech market in the area of intergenerational family wealth management (estate planning), asset protection, and the establishment of philanthropic structures. We have extensive knowledge of foreign trust and foundation structures, tax regimes with international overlap, and recognition of trust structures in the Czech Republic. We specialize in restructuring foundation structures, family constitutions, matrimonial property law and inheritance law, and we understand the complexities of family relationships. Our law firm is one of the biggest experts in the Czech Republic in the field of property structure administration. We advise prominent celebrities and were the first in the Czech Republic to merge foundations, convert a public benefit corporation into an endowment fund, and divide an endowment fund.
Intergenerational asset management structures
- Advising on trusts and endowment funds intended for the management of family assets (establishment, restructuring, liquidation), or in connection with common foreign alternatives (such as Liechtenstein foundations or offshore trust structures)
- Advising on inheritance law (inheritance contract, will, legacy), the status of non-nominal heirs (including in relation to trusts and similar structures) and related acquisitions in the event of death (donation mortis causa, executor of a will), including international aspects (e.g. applicable law)
- Advising on matrimonial property law, including issues relating to the relationship between the matrimonial property and assets in family wealth management structures (trusts and endowment funds), including the consequences of foreign court decisions (or the recognition thereof) in relation to such structures
- Advising on the wider structuring of family relationships, including the issue of family offices and their relationship to other arrangements, the role of family offices, professional (corporate) trustees, investment advisers or the inclusion of investment funds in family wealth management structures (including regulatory implications)
Philanthropic projects
- Advising on public benefit foundations, endowment funds and institutions (establishment, restructuring, liquidation), including, where appropriate, issues of their integration into family wealth management structures (family philanthropic foundations)
- Structuring the activities of public benefit taxpayers from a tax perspective
- Advising on the structure of the endowmen tfund principal, increasing and decreasing the endowment fund capital
- Advising on public benefit corporations, their restructuring under current legislation into foundations, endowment funds or institutions
- Advising on donor-advised funds or affiliated funds of foundations or comparable alternative structures
- Advising on corporate foundations, including issues of relations with business corporations, their employees and ESG implications
- Advising on public fundraising
2018
The "Deal of the Year" Award by CEE Legal Matters in connection with the creation of trust funds
Team and main contacts
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Articles
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Our clients include
3WFoundation • Centrum Paraple • EMUN family office • J&T Family Office • Karel Komárek Family Foundation • KB private banking • Knihovna Václava Havla • Nadační fond Impuls • Nadační fond Laichterův dům • Nadace Acta non Verba • Nadace Livesport • Nadace O • Nadace Via • Nadace rodiny Vlčkových • Nadace pro rozvoj České filharmonie • Nadace Železná opona • Sociální nadační fond Hlavního města Prahy • Smetanova Litomyšl o.p.s. • Výbor dobré vůle – Nadace Olgy Havlové
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