Wealth Management
Looking after your family wealth and structuring it to give you clarity, stability and confidence, even when things become more complex.
Wealth Management is designed for clients with a higher level of wealth. As a guide, we typically work with assets under management from CZK 50 million, always in the context of your overall wealth structure.
Our approach
Wealth structuring has a long-term impact – on you and your family. Wealth Management approaches your wealth as a whole, where each decision fits into a broader framework and makes sense over time.
In more complex situations, we work with specialised partners to ensure the outcome remains clear, stable and sustainable over the long term.
Family office
We protect and manage family wealth across generations. Your private banker will design a clear structure for its management – from traditional instruments through qualified investor funds, trusts and foundations to philanthropy – and coordinate trusted external specialists. Your wealth is guided by clear rules, order and continuity.
Succession
We help you decide the future of your family business. We open discussions with owners on succession, the next generation and a potential sale of the business. Your private banker will involve Wealth Management and M&A specialists in acquisitions, business sales or raising capital. Your life’s work has a clear direction, even as you pass on responsibility.
Tomáš Petr has led Erste Private Banking and Wealth Management in the Czech Republic since 2016. He has long shaped the direction of the service, built on stability, a personal relationship with a private banker and the protection of wealth over the long term.
Would you like to learn more?
Phone consultation
If you prefer a personal conversation, we’ll contact you to discuss your priorities.
Brochure
We’ll send you the Erste Private Banking brochure with an overview of our services.