FAMILYBUSINESSES – VIDEOS
I’ve won, but what next…?
Be inspired by the experience of our experts.
I want to sell my company
I’m going to hand over my business to the kids
A trust fund will protect your family wealth
The Foundation Fund is a ticket among successful European families
SICAVs are not just about 5% income tax
...before you watch the video about SICAV - how to legally pay 5% corporate income tax in the Czech Republic, we recommend watching the other videos first to make the context clearer.
Family businesses
Watch the “Family Businesses” video to help you get a better understanding of the topics.
Sale of the company
Watch the video “How to Sell a Family Business” to help you think strategically about selling .
Handover of the company
Watch the video “Intergenerational handover” to help you maintain good family relationships.
Funds
Watch the video on “Restructuring – holding structures, trusts and endowments”.
SICAV
Watch the two “SICAV” videos, which will change your business perspective and show examples from practice.
VIDEO 1 – Family business
Intergenerational transfer, sale or transformation into a SICAV?
Ing. Stiva Jokeš | Founder and Managing Partner of CEE Leaders Group
From entrepreneur to investor to rentier
- The highest goal of every entrepreneur is to become a pensioner
- Did you know that the Czech Republic is a “tax haven” for successful families?
- You can pass the company on to your successors, you can sell it, or you can successfully convert it into a SICAV and you or your family members can become annuitants.

Ing. Stiva Jokeš
Founder and Managing Partner of CEE Leaders Group
I want to sell my company
- How the sale of the company is proceeding
- Don’t make the same mistakes – why most sales are unsuccessful
- Experience from successful transactions
- Maximise your company’s value

Mgr. Jiří Špinar
Senior Advisor BA4U s.r.o.
VIDEO 2 – How to sell a family business
Motivation, analysis, preparation, approaching investors
Mgr. Jiří Špinar | Senior Advisor BA4U s.r.o.
VIDEO 3 – Intergenerational handover
Succession planning, legal aspects, succession preparation, family relationship management…
Ing. Stanislav Bruna | Senior Advisor BA4U s.r.o.
I want to pass the company on to my children
- Succession planning is the key to success
- Legal aspects and context
- Why the vast majority of intergenerational changes fail
- Family relationships must be “in line” with your business

Ing. Stanislav Bruna
Senior Advisor BA4U s.r.o.
Restructuring - holding structures, trusts and endowments
- Holding allows you to hand over the family business smartly and not only from a tax perspective
- Successful families don’t wait for inheritance proceedings that cause fragmentation of assets and breakdown of family relationships
- Trusts and endowments, or their concept, are designed to manage assets across generations and have been in place for hundreds of years
- Roles, tools and institutions of successful families: family council, family constitution, trustee, protector, investment protector, arbitrator, beneficiary

Ing. Stiva Jokeš
Founder and Managing Partner of CEE Leaders Group
VIDEO 4 – Family businesses – tools for intergenerational transfer / Ing. Stiva Jokeš
Restructuring – holding structures, trusts and endowments
Ing. Stiva Jokeš | Founder and Managing Partner of CEE Leaders Group
VIDEO 5 – SICAV is a solution not only for you, but also for the next generation
Benefits of a qualified investor fund, principles of the solution, SICAV, safe and transparent structure…
Mgr. Adam Juřica | Partner AVANT ADVISORY s.r.o.
Public limited company with variable share capital - SICAV
- Swap 21% income tax for 5%
- Get capital to grow your business more profitably
- Manage your family business professionally
- How to become an investor and rentier from a family business owner

Mgr. Adam Juřica
Partner AVANT ADVISORY s.r.o.
SICAV - practical examples
- SICAV and share capital
- Sub-funds, regulation and supervision, custodian bank
- Specifics of the Fund
- Holding company á la SICAV
- Intergenerational transfer with SICAV
- Entry of external capital
- Remuneration of managers
- Department of Risk
- Family structure
- Tax structure

PhDr. Martina Pěkná
Senior Advisor BA4U s.r.o.
VIDEO 6 – SICAV is a solution not only for you, but also for the next generation
Why SICAVs, sub-funds, regulation and supervision, holding company…
PhDr. Martina Pěkná | Senior Advisor BA4U s.r.o.
BA4U s.r.o.
Podkovářská 674/2,
Vysočany, 190 00 Prague 9