About

Jarmila’ story began in the Czech Republic, growing up as a normal girl in Prague. Life changed when her parents emigrated to Austria. Jarmila joined them when she was 11, taking the train to Vienna alone, carrying a small suitcase and her hamster in a small cardboard box. Her father soon began his entrepreneurial activities in the aviation industry. The family group of companies provided sales, service, maintenance and engineering design for aviation products. From a young age she was involved with the daily operations of the family business.

Following a Master’s Degree in Finance and an investment-banking career with Lehman Brothers in New York and London, Jarmila returned to the family business when her father developed health issues. Unfortunately, the family did not have a succession plan in place. Due process for the clear and transparent generational transfer of the business was non-existent. The result was that family disagreements forced the sale of business and Jarmila began her personal journey of searching for new professional opportunities.

Fortunate to meet two seasoned international private bankers who became her special mentors, Jarmila began the next chapter of her life in the world of private wealth management. Rising through the ranks of a privately-held bank in Vienna, Jarmila used the trust placed in her to develop her professional experience. The sudden passing of her father confronted her with the challenge of executing complex estate proceedings across various jurisdictions, including a legal claim against the family foundation. Successfully managing the outcome initiated her own personal self-reflection on the meaning of wealth.

The breadth of her professional and personal experience laid the foundation of where Jarmila is today – the founder and principal of an independent investment advisory boutique for families of wealth.Jarmila sources and evaluates investment opportunities and assists with estate and succession planning issues. She is the confidant, the listener, the holistic financial advisor, the planner and guardian of wealth for all of life’s circumstances. Herself, as a mother of three, in her free time loves cycling the Alps and enjoys the adventure of sailing a catamaran on the French Atlantic coast.

Jarmila earned her BSc in Electrical Engineering and Masters of Engineering in Operations Research & Industrial Engineering from Cornell University with further option in Financial Engineering. Additionally she earned her Master’s in Finance degree from London Business School. She completed the Diploma in International Trust Management with distinction and is a full member of STEP (Society of Trust and Estate Practitioners). Jarmila has completed the Advanced Certificate in Family Wealth Advising and Family Business Advising from the Family Firm Institute (FFI).