Private clients

Long-term management of family investments requires clearly defined rules and regular checks

Finding the right moment for purchasing or selling a security is every investor’s dream. Sometimes this can be achieved. However, no one, even major investors, can have such luck every single time. The only solution is to be constantly present on the market and have investments distributed in a manner complying with your investment plans […]

Every entrepreneur should save the biggest and the best deal for last…

At first glance, this may seem illogical. How can you predict whether a deal is the biggest or best or that another even bigger and better offer will come along? However, the truth is that passing your assets to the next generation is essentially the biggest business deal we carry out (because entire accumulated wealth […]

Interview with Rolf Mählmann, Head of Family Owned&Managed Businesses

This issue of our regular Family Office Newsletter takes us to Bremen, an old Hanseatic town where the tradition of family businesses is deeply rooted.  The history of family businesses offers extensive experience with property transfers between generations and may inspire successful families in the Czech Republic and Slovakia. This time, we have discussed succession […]

RSM TACOMA launches new Family Office service managed by Michal Šubín

RSM TACOMA has recently launched a new service for private clients – the Family Office. The service will be managed by Michal Šubín, who became the manager of the RSM TACOMA Family Office after nine years as Private Banking Manager and a leader of the private banker team at Slovak Privatbanka.

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