STEP Hungary Conference – Challenges of Wealth and Estate Planning in Uncertain Times

On March 21, the 𝐒𝐓𝐄𝐏 𝐇𝐮𝐧𝐠𝐚𝐫𝐲 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 brought together top experts from Hungary and across Europe to share their insights. The event featured insightful discussions, including two panels moderated by our managing partners.

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STEP Europe Conference 2024

This year’s STEP Europe Conference 2024 was held in Monaco, bringing together leading experts from across the region to discuss the latest developments and challenges in trusts and estates. Representing Primus Wealth at this high-profile event were our Managing Partners Dr. Gábor B. Szabó and Dr. Ákos Menyhei.

Dr. Menyhei actively participated in a thought-provoking panel session titled “Help! I Don’t Trust My Trustee Anymore. What Can I Do?” The session focused on the sensitive issue of trustee removal, a topic that often arises in complex trust relationships. Together with a distinguished group of panelists from diverse regions, Dr. Menyhei explored practical strategies and shared insightful perspectives on navigating these challenging situations.

Trust Laws in the Czech Republic and Hungary

We are proud to announce the publication of Trust Laws in the Czech Republic and Hungary, co-authored by Dr Gábor B. Szabó and Dr Ákos Menyhei together with other esteemed colleagues. This landmark book marks a significant milestone as both Czech and Hungarian trusts celebrate their 10th anniversary in 2024.

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Art Collections – Preservation and Growth Across Generations, Wealth Management, and Inheritance

We are proud to share that Mr Gábor B. Szabó, Managing Partner of Primus Wealth, was keynote speaker at the Asset Management and Inheritance panel of the first International Art Law Conference in Budapest. In his presentation he shared his expertise on the unique challenges of managing private art collections across generations. His insights provided valuable guidance for collectors, wealth managers, and legal professionals alike. You can read his full presentation here.

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Managing partners Dr B. Szabó and Dr Menyhei honored in Chambers High Net Worth Guide 2024

We are happy to announce that Dr Gábor B. Szabó and Dr Ákos Menyhei have once again been recognized in the Chambers High Net Worth Guide 2024. Dr B. Szabó has been honored by Chambers & Partners for the sixth consecutive year. Dr Menyhei has achieved the distinction of being ranked as a first-rate High Net Worth (HNW) advisor for the eighth consecutive year.

We take immense pride in the recognition received by our colleagues, as it reaffirms our unwavering commitment to excellence and client satisfaction.

Inspiring Excellence in Wealth Management:
Highlights from the STEP Europe Conference in Budapest

Professionals from Europe and around the world converged in Budapest on October 12-13, 2023, to attend the STEP Europe Conference. This prestigious event was organized jointly by STEP Europe and STEP Hungary, both integral components of STEP, a global professional body with more than 21,000 members.

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Chambers & Partners ranked dr Ákos Menyhei and dr Gábor B. Szabó managing partners as first-rate lawyers

We are delighted to announce that Dr. Ákos Menyhei and Dr. Gábor B. Szabó, managing partners of Primus Wealth S.A., have been ranked as first-rate High Net Worth (HNW) advisors by Chambers & Partners for seven and five consecutive years, respectively.

We take immense pride in the recognition received by our managing partners, as it reaffirms our dedication to excellence and client satisfaction.

Join us at the STEP Europe Conference 2023 in Budapest on 12-13 October!

Discover new challenges and innovative strategies in wealth management and estate planning at the STEP Europe Conference 2023 titled “Wealth management and estate planning: new challenges, new toolkit.” Taking place in Budapest on 12th and 13th October, this premier event will feature renowned speakers, including our managing partners Dr Gábor B Szabó and Dr Ákos Menyhei.

Dr B Szabó will address the increasing compliance burdens faced by trustees and wealth managers, offering valuable insights into this pressing problem. Dr Menyhei will cover current issues in Hungarian asset management, providing a comprehensive analysis of developments and potential opportunities. Join us for this exceptional networking and knowledge-sharing experience. For more information and registration, click here.

New article in Oxford University Press by Dr Ákos Menyhei (2023)

We are proud to share Dr Ákos Menyhei’s new article in Trusts&Trustees “Taxation of the Hungarian asset management foundation, trust and hybrid trust”

How should new legal forms—trusts, asset management foundations and hybrid trusts—be treated and their taxation implemented into an existing tax regime? In this article, Dr Menyhei explains the key issues and significant benefits of the taxation of trusts, AMFs and hybrid trusts, providing answers to these questions.

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Chambers & Partners ranked dr. Gábor B. Szabó managing partner as a first-rate lawyer

We are pleased to announce that for the fourth consecutive year, Chambers & Partners ranked dr. Gábor B. Szabó managing partner of Primus Wealth S.A. as a first-rate HNW advisor (Leader in his field).