Our approach to clients crucially relies on working with professional partners and consultants.
Ján Lalka
Pavlína Vanická
Michal Fraňo
Michal Jurečka
Roman Chlupatý
Štěpán Uherík
Karel Bouček
Jan Kotala
Tomáš Valouch, Stanislav Servus
Martin Goldstein
Michal Anelt
Josef Řeháček
Pavel Bürger
Robert Musil
Martin Švalbach
Jan Štohanzl
Vojta Urban
Ján Lalka
founder of Surveilligence
Prague-based Surveilligence is a specialist forensic agency whose focus is on investigating sophisticated financial crime and white-collar crime. The company’s basic services include the detection of (and production of evidence for) financial crime through forensic enquiries; identifying, researching, and describing voidable transactions used for stripping assets from insolvent entities; producing investigation reports on the integrity of individuals or legal entities; and operational support to clients in commercial disputes.
The experts at Surveilligence are seasoned forensic specialists, who among them draw on decades of experience in investigating misconduct, not only in Czechia and Slovakia but also in Austria, Poland, Germany, Montenegro, Romania, Bulgaria, the Netherlands, Ukraine, the Russian Federation, or the Baltic states.
Surveilligence’s key people hold membership in major international networks of experts in handling insolvencies (INSOL Europe), investigating fraud (Association of Certified Fraud Examiners), doing detective work (Council of International Investigators), and conducting internal audits (Český institut interních auditorů).
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Michal Fraňo
Michal is an attorney-at-law who specializes in real estate law (including zoning and land-use matters), defending clients in criminal proceedings, public procurement, the laws on bills of exchange, commercial and civil litigation as well as arbitration, and (as a matter of course) company law.
Michal Jurečka
managing partner at AC&S Prague
As managing partner of AC&S Prague s.r.o., Michal is in charge of the firm’s strategy, service development, and business operations. He has more than 15 years of consulting experience under his belt, having served a broad range of local and international clients from various industries. His core areas within the firm are accounting, payroll, and company liquidations.
In the past, he provided his services e.g. to clients at RSM TACOMA a.s., where he was a senior consultant for the outsourcing of accounting and trust services for five years. He also gained valuable experience as a financial controller for Carrier Refrigeration Operation Czech Republic s.r.o., a manufacturing company where he headed the accounting department and was in charge of U.S. GAAP reporting and SOX Compliance.
Save&Capital is a private consulting agency that focuses on protecting and building wealth. At the beginning of 2021, we helped clients manage more than CZK 500 million in assets. Our work is founded on global vision and competence combined with the highly specialist skillset of each individual team member. In relevant cases, we will draw upon a unique network of collaborators who are at home in global hubs of trade and finance and nerve centers of progressive regions around the world. We offer tailor-made solutions and individual care to a broad range of clients that includes successful entrepreneurs, top athletes, foundations and institutions, and firms that are at the global top of their respective industries.
When it comes to making investments, we rely on proprietary, original solutions whose primary aim is the protection and organic growth of wealth. We complement this basic cornerstone with projects that offer an attractive risk/reward ratio and that originate with entities whom we’ve vetted and whom we know and trust. Such projects may e.g. take the form of participation in commercial property development, investments into Czech and Slovak farmland, or direct entries into companies that are showing dynamic growth. Upon our clients’ request – and always in strict adherence to our investment principles – we are able to add such elements as cryptocurrency or, say, real property in Costa Rica to the mix, always on a full-service basis.
Within the context of our family office consulting services and bespoke services upon individual requests, we e.g. participated in property development projects in an aggregate value of more than CZK 200 million or arranged for insurance for a number of athletes participating in the Pyeongchang Winter Olympics; we are also able to advise on the acquisition of dual citizenship or achieving tax optimization through foreign domiciles. Within the context of our corporate practice, we helped a number of Czech start-ups and scale-ups find suitable investors in the United States, Western Europe, and China.
Štěpán Uherík
co-founder of Save&Capital
Save&Capital is a private consulting agency that focuses on protecting and building wealth. At the beginning of 2021, we helped clients manage more than CZK 500 million in assets. Our work is founded on global vision and competence combined with the highly specialist skillset of each individual team member. In relevant cases, we will draw upon a unique network of collaborators who are at home in global hubs of trade and finance and nerve centers of progressive regions around the world. We offer tailor-made solutions and individual care to a broad range of clients that includes successful entrepreneurs, top athletes, foundations and institutions, and firms that are at the global top of their respective industries.
When it comes to making investments, we rely on proprietary, original solutions whose primary aim is the protection and organic growth of wealth. We complement this basic cornerstone with projects that offer an attractive risk/reward ratio and that originate with entities whom we’ve vetted and whom we know and trust. Such projects may e.g. take the form of participation in commercial property development, investments into Czech and Slovak farmland, or direct entries into companies that are showing dynamic growth. Upon our clients’ request – and always in strict adherence to our investment principles – we are able to add such elements as cryptocurrency or, say, real property in Costa Rica to the mix, always on a full-service basis.
Within the context of our family office consulting services and bespoke services upon individual requests, we e.g. participated in property development projects in an aggregate value of more than CZK 200 million or arranged for insurance for a number of athletes participating in the Pyeongchang Winter Olympics; we are also able to advise on the acquisition of dual citizenship or achieving tax optimization through foreign domiciles. Within the context of our corporate practice, we helped a number of Czech start-ups and scale-ups find suitable investors in the United States, Western Europe, and China.
Ing. Karel Bouček jr.
inpocket, partner
Karel is a force of nature and a relentless thinker, with an analytical brain and strong intuition. On the strength of these qualities, combined with fifteen years of hard work, he earned the reputation of being the wellspring of knowledge behind the consulting brands inpocket and Fintura.
Karel has 15 years of experience in private consulting under his belt, and teaches at the faculty of finance and accounting of Prague University of Economics and Business (VŠE), his alma mater. If he hadn’t become a financial advisor, he would probably be a carpenter, or he’d be racing (or lovingly restoring) cars.
The client’s story, and the values to which they subscribe, are the key to how their assets are best put to work – much like an instruction manual. Idle hands are the devil’s playthings, and so it is with money. What I like most about consulting is the art of transforming money – an empty form of energy – into true value that accrues over decades, ideally as a form of intergenerational wealth. I am a founder of Fintura, a know-how pool for advisory firms and individual advisors sharing their expertise, and the co-founder of inpocket, a boutique advisory firm that works with an affluent clientele (to use the term of art).
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Tomáš Valouch, Stanislav Servus
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Martin Goldstein
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Michal Anelt
graphic designer,
Sans&Serif studio owner
A graduate of the faculty of social sciences of Charles University (1994–2000), Michal worked his way up through the ranks at a number of studios and agencies, holding the increasingly senior positions of graphic designer, art director, and creative director. At the turn of 2006, with the limitless optimism that remains his hallmark to this day, he founded S&S as a shared space for visual communication.
He is the spirit and mastermind of the studio and the main catalyzer setting everything in motion. Michal may be unrelenting in the pursuit of his goals, but he has a big heart for everyone who shows true interest.
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Pavel Bürger
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Robert Musil
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Martin Švalbach
Martin is a tax advisor associated with PRK Partners, providing support to the legal team as to the tax and accounting aspects of cross-border acquisitions, intra-group restructurings, and financing transactions. He also assists his clients in drawing up corporate tax and personal income tax statements, particularly in those cases in which the client’s activities include an international element.
Martin is a graduate of the faculty of natural sciences of Palacký University Olomouc, graduated in economics from the Central European University in Prague, and completed a postgradual international taxation programme at the Wirtschaftsuniversität Wien. Aside from being a member of the Czech Chamber of Tax Advisors, he is also a qualified auditor in the United Kingdom and an ACCA member. Prior to his work for PRK Partners, he held positions at PricewaterhouseCoopers, Deloitte, and BDO. His roster of clients includes most of the banking groups with a presence in the Czech Republic, security traders and investment companies, but also manufacturing companies and service providers.
Jan Štohanzl
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Vojta Urban
coach, trainer, and founder of the Urbanlife project
I’m a happy-go-lucky guy with a shock of cauliflower hair and a fascination for the workings of the human body and mind. Like most of us, I let myself be drawn in by the promise of our times, and submitted to the pressure to succeed. We want to be great partners and parents, have a successful career, a beautiful body, a nice home, car, etc. In my case, chasing the dream cost me my health. At age 26, my body said ‘Stop’, in the form of infertility, and I had no choice but to rebuild my life from the ground up and find out the root cause of my ailment.
Luckily, I was able to escape my predicament with zero medication, and today I feel better than ever. Doctors are at a loss to explain how this is possible, but I believe I have the answer – and I dare say my personal experience has improved my ability to help our clients. Staying healthy and fit isn’t all that complicated, but you want to go about it in a smart and sustainable way. If you seek inspiration as to what to do and (more importantly) not to do, you may be interested in a small e-book I penned, in which I’ve turned my experience into a cautionary tale.