Protection of income and assets.

Asset protection is one of the services we offer in the field of financial advisory. This service focuses on protecting your assets in case of unexpected events such as your death, serious illness, or other unforeseeable situations.

We offer you a comprehensive solution for your assets, which includes the following topics:

  • Inheritance solution: In the event of your death, we solve the division of your assets among your heirs. We discuss appropriate arrangements for preserving your assets and ensuring the functioning of your family. We also address issues related to the operation of your business, representation, and its further continuation.
  • Crisis plan: We create a clear plan for what should happen to your assets in the event of your death or if you were in a coma. The plan clarifies things that few people in your environment know about. This includes, for example, your receivables, keys to investment flats, contacts of tenants, deposited deposits, various contracts, and other things.
  • Insurance: We review risk after risk with you and assess how to approach it and what to ensure through insurance companies. We address whether insurance is necessary for you and what concept would be most suitable for you.

The goal of our Asset Protection service is to ensure that your assets are protected in the event of unexpected events and that your family is safe.

If you are interested, please contact us.
+420 603 533 002
Please, you might be interested.
References
About us
How we work
Price list

Arrange a meeting.

Send us a message using the contact form and we will arrange a meeting, which can be either online or in-person.

Your financial goals are our priority.

Branch Hodonín
Velkomoravská 5, 695 01 Hodonín
Branch Prague
Londýnská 730/59120 00 Vinohrady, Prahy
VAT number: 19156839
References
About Us
Service Price List
Contact Us
I am a bound representative of In Investments a.s., K Moravině 1871/7, 190 00, Prague 9, ID: 03002578 and INSIA a.s., Atrium Flora - entrance A, Vinohradská 2828/151, 130 00 Prague 3, ID: 48034479
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