ROSE Family Office

Our Family Office was created to help our families manage their assets today and in the future, when our children will have to get by without us. It has evolved over time and is now available to other selected families as well. If we find that we get along with each other on a personal level, understand one another and enjoy each other's company, we will be honored if our family office becomes yours as well.
Martin Valach and Rudolf Rentsch

The lives of high-net-worth families comes with considerable responsibility for the management of the family's assets, which as a result goes far beyond the boundaries of the family. It is a good thing if the family is aware of this responsibility. It is a blessing for all if this sense of responsibility is passed on to future generations, along with the skills and conditions to succeed.

Our Family Office's mission is to make life easier for the family where possible, so that it can devote itself to managing and developing its activities and assets. In addition to the family itself, a long line of strangers often depends on the family's property and businesses. They are not only employees, but also recipients of various types of support. The correct organization of the internal affairs of wealthy families, the careful management of their assets and business, including effective transfer between generations, are important for the family and society as a whole.

We are not geniuses at ROSE, but we are dedicated to supporting high-net-worth families every day and we do not hesitate to disagree with our clients, if necessary. Everyday experience with many families allows us to continuously improve the services of our Family Office. This is extremely important for us personally, because it serves our clients as well as our own families.

Every family forms its own Family Office depending on the extent and type of the family's assets, its business or approach to investment. The number of family members, their place of residence, involvement in asset management, self-sufficiency or medical health plays a major role. It can be said that for each family there is a unique Family Office.

ROSE handles only some of the important areas on its own. For others, it defines a unique assignment and set of parameters so that it can select the right external partner. As a result, our task is to ensure overall functionality and maximum coordination to cover the family's needs.

ROSE Family Office handles the following primarily on its own

Unifying the family's point of view

Family relationships are sometimes good, sometimes bad. Most families are not accustomed to speaking openly about family organization and the management of their wealth. The reasons differ. ROSE can create a safe space in which a certain initial agreement can be reached that suits both parents and children, and then further expand it.

A partner for parents and children

Thanks to our experience, we can be a partner not only for parents, but also subsequently for the next generation. We help them come up with feasible solutions and a way to best present and explain these solutions to all family members so that they can accept them without negative feelings. We implement the chosen solution and keep it running for a long time.

Intergenerational transfer

The day will come when others take our place. It's all about being ready. Executive roles can also be taken over, but the most important thing is to assume the role of responsible owner. We help define objectives and find the path and courage to start the process. We will prepare the property, parents and descendants so that everything goes well. The sooner it starts, the better.

Family constitution

Our task is to understand the family's current situation and values, and to identify risks. We define the rules of family membership and access to property, which leads to fairness, security for family members, protection of property and respect for the wishes of parents. Everything is reflected in the Family Constitution and roles are also determined for the Family Council, which is the executive body of the family.

Arrangement of family property

Often, the family's property consists of many assets located in different countries. By itself, without the creator of the property, the family often does not know everything that the portfolio contains, let alone how to manage it effectively. We will set up an asset management system that everyone can understand and that is easy to pass from generation to generation.

Control of the family business

A family business is frequently a crucial part of a family's assets. Families are not always ready or able to take over the management of a family business. We will set up a business supervision system. We will prepare a plan for the transformation of the business so that the family will be able to assume ownership of it in the future.

Management of family assets

Families are growing, and so should their wealth. It is necessary to think about a reasonable level of risk and to leave out personal emotion and baseless sentiment. ROSE manages the creation of the strategy, is available when selecting suitable external partners and oversees their work, including in respect of the purchase and sale of key parts of the portfolio. The children then easily step into the parents' role.

In cooperation with the ROSE Group or with external partners

Company purchase and sale

Families sometimes need to sell a business or want to buy another one. Proper preparation, as well as a systematic and emotion-free process, will make it possible to achieve interesting parameters, including price. We have long-term experience with the sale and purchase of entire companies and their parts. We accompany clients from the first step until a deal is closed.

Asset structuring

The family wants to achieve interesting returns on its assets while adequately protecting them from the outside world and the family members themselves. An essential part of such a solution is a suitable asset structure. We help decide whether to use a holding company, foundation, trust, trust fund, or any other suitable solution. We carefully prepare, implement and then manage everything.

Family taxes

The combination of business and private assets with the use of holding companies, foundations, trusts or other elements creates situations that are relatively unusual for ordinary tax advisors, lawyers or financial directors. We support these experts in their work for clients and cover overall accounting at the family level so that information is not unnecessarily disclosed to people around the family.

Legal support to business families

The operations performed by the family require legal support. There is no room for error when it comes to dealing with the outside world or even within the family. This is also important in the case of weddings, divorces or the establishment and termination of business partnerships. We clearly define the assignment for suitable legal experts, and we supervise the actual implementation, interconnections and the necessary confidentiality.