INVITATION TO WORKSHOP – Intergenerational transfer of business and selected aspects of family wealth management

Dear business friends,

We would like to invite you to a working breakfast with the topic “Intergenerational transfer of business and selected aspects of family wealth management”, organized by the consulting group SAMAK in cooperation with Kopecký Advisory s.r.o.

Date: Thursday 16 November 2023
Time: 9:00 – 11:00 (registration from 8:45)
WorkLounge Diamant, Václavské náměstí 3 (map)

Intergenerational turnover is a process when a company owner wants or needs to end or limit his/her active involvement in the company and devote more time to other activities or relaxation. As part of the handover of a family business, the owner will usually consider the possibility of involving a family member or a suitable candidate from the management team whom he sees as his successor. If he or she decides to take this step, the next decision-making process is whether to hand over the business to the chosen successor as a whole or to run it as a family holding company. The firm is likely to accumulate certain assets during its lifetime, the value of which must be adequately protected during the handover and the risks of loss of value eliminated.

You will be guided through the topic together by Mgr. Ing. Marek Švehlík and for Kopecký Advisory s.r.o. Ing. David Kopecký, EFP.


What is Founder’s EXIT and why is it important to be prepared for it?
How to effectively set up stable corporate structures?
When is it appropriate to use a trust fund and when a family holding?
How to appropriately involve family and management in the business?
Selected legal and tax aspects of transferring and managing family assets, examples from practice
How to safely evaluate the family’s financial resources?
How to draw on family assets on an ongoing basis and still maintain their value?
How to properly structure family assets into multiple risk levels?

If interested, please register HERE for free.

Thank you in advance for your time and we look forward to meeting you in person.

Marek Švehlík and David Kopecký

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