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Trust Funds

Advokátní Kancelář Petráš Rezek > Trust Funds

TRUST FUNDS

CONSULTING

Establishment and Management of Trust Fund

A trust fund (also known as a fiduciary fund) represents an effective solution for those of you seeking security, stability and desired efficiency in managing not only family assets. It offers a unique combination of protection, planning and efficient management that is key to long-term sustainability, growth of family wealth and its subsequent transfer to the next generation with the elimination of often hard-to-foresee risks and consequences.

  • Control over the growth and appreciation of family wealth
  • Protection of assets from unforeseen events or external attacks
  • Ensuring a higher degree of anonymity and security
  • Effective transfer of assets to future generations of heirs
  • Setting your own rules outside of probate
  • Protection of heirs from disputes, impoverishment or bankruptcy
  • Wide range of individual solutions and customization
  • Optimization of management of diverse assets
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500+

Satisfied customers

about-finbiz finbiz-small

500+

Satisfied customers

“We will guide you through the entire process. From considerations, planning, establishment, asset and active deposit into the trust fund to its management and supervision.”

Additional reasons to work with us:

Experience with Trust Funds

Experts on our team have extensive experience, possess broad practice, and have executed dozens of business cases with both private and corporate clients.

Comprehensiveness

Thanks to the comprehensiveness of the services provided and multidisciplinary approach, we achieve better results while simultaneously minimizing risks arising from the setup and operation of the fund.

Wide Team of Colleagues

Our office team consists of over 50 colleagues, allowing us to effectively handle any challenge or issue, even in a short timeframe.

Private Consulting

Discretion and reliability are a given for us. We pride ourselves on our stable brand and references from satisfied customers.

Appropriate Quality and Price

We build long-term mutual trust with our clients. We build cooperation for many years. And everything is subordinated to this.

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    TRUST FUND QUESTIONS

    The most common reasons for establishing a trust fund are the transfer of assets to the next generation, protection of assets from unforeseen events during life and after death, protection of heirs from impoverishment or bankruptcy, setting a clear structure and rules for family wealth, setting your own conditions and rules outside of probate, optimization of family asset management, avoiding disputes between future heirs (e.g. siblings).
    Základní role jsou zakladatel, správce, obmyšlený (beneficient). Případně také protektor, způsobilé osoby, náhradní příjemce atp. Zakladatel svěřenského (též svěřeneckého) fondu zpravidla vkládá majetek do SF, který po tomto vkladu fakticky nikomu nepatří. V registru skutečných majitelů bude uveden správce...ve prospěch fondu XY. Vkladatelem majetku může být kromě zakladatele i jiná osoba. Obmyšlení nebo-li beneficienti, které určí zakladatel ve statutu, čerpají plody a užitky dle nastavených pravidel. Na tyto aktivity dohlíží správce, který vykonává svoji činnost buď úplatně nebo bezúplatně. Jmenoval jej zakladatel, který může zpravidla správce také odvolat. Správce je ve většině případů fyzická osoba a je povinen postupovat s péči řádného hospodáře. Mimo jiné ručí vlastním majetkem.
    This is a wide time range. Generally speaking, from 2-3 months in simple cases, to several years in complex cases. Everything starts with an initial consultation, which you have free of charge with us and where we find out your goals and also the suitability of creating this entity for you and your family.
    A trust fund (fiduciary fund) is not a legal entity. It is an entity of an economic nature that has an assigned ID number, is a taxpayer, has a bank account, and maintains double-entry bookkeeping. This activity is usually supervised by the trustee of the trust fund. In our company, we offer institutional oversight services for activities in the TF and ensuring the smooth running of the above-described activities.
    Svěřenský fond zanikne uplynutím doby, na kterou byl zřízen nebo splněním svého účelu. SF může zaniknout také rozhodnutím soudu nebo v situaci, kdy se všichni obmyšlení vzdají práva na plnění. Taktéž pokud byl majetek ze SF vyčerpán. Pokud není obmyšleného a není-li ani zakladatele, majetek SF může skončit v rukou státu, proto je třeba celou strukturu vhodně naplánovat. Svěřenský fond na dobu neurčitou se zakládá na období 100 let, neurčí-li statut fondu jinak. Pokud jste dočetli až sem, ozvěte se na jiri.s@petrasrezek.cz a poradíme vám, jak s vaším záměrem dál.