Prosperita Family Office

Overview

Prosperita Family Office describes itself as Slovenia’s first multi-family office. It began operations in fall 2017, building on more than 20 years of financial and entrepreneurial advisory experience.¹

The firm creates and implements comprehensive wealth solutions in cooperation with partner specialists. Recommendations are tailored to each individual, family, or company.²

History

Prosperita reports experience dating to 1993 in financial investment product development and consulting. Its work expanded into consulting and corporate restructuring in 1996, paid financial-investment consulting in 2005, and ongoing investment-portfolio monitoring and advice in 2006.³

Timeline

1. 1993Prosperita reports experience dating to 1993 in financial investment product development and consulting.
2. 1996Its work expanded into consulting and corporate restructuring in 1996, paid financial-investment consulting in 2005, and ongoing investment-portfolio monitoring and advice in 2006.
3. 2017It began operations in fall 2017, building on more than 20 years of financial and entrepreneurial advisory experience.

Leadership

Samo Lubej is identified as CEO and office head. Prosperita describes him as an investment-finance and wealth adviser, entrepreneur, investor, lecturer, and author or co-author of six books.⁴

The firm says Lubej has advised more than 700 individuals, families, and companies, helped launch nine companies as a co-owner or startup manager, and written more than 700 professional articles and media contributions.⁵

Primož Kovačič joined Prosperita as co-head in May 2023 after more than 20 years in senior banking roles covering brokerage, securities management, custody, private banking, and investment banking.⁶

Services

Prosperita’s family-office scope can include investments, insurance, taxation, financial budgeting, succession, philanthropy, and related financial and nonfinancial planning.⁷

The firm offers capital-sufficiency analysis using calculations and simulations to assess sustainable spending, investment diversification, expected returns, family support, charitable giving, and lifestyle goals.⁸

Prosperita advises on major entrepreneurial-family events, including company sales and purchases, mergers, company valuations, and family-business succession.⁹

What the firm offers

• Financial planning
• Tax planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Business owner services

Client Focus

The firm says its clients are successful entrepreneurial families based in Slovenia.¹⁰

Prosperita’s multi-family-office model serves several families and seeks to provide shared expertise and economies of scale.¹¹

Approach

Prosperita emphasizes individual solutions, comprehensive coordination, and independence from the product priorities of a single bank or financial group.¹²

FAQs

Related resources

• LocationMultifamily offices in Slovenia

  Compare other multifamily offices operating in Slovenia to understand how firms may organize financial planning, tax planning, administration, and family-business support. This regional view can help a family owner define which services, governance questions, and local expertise matter before speaking with Prosperita Family Office.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for family-owned companies. An entrepreneurial family considering Prosperita can use it to frame business-owner priorities, succession concerns, and operating responsibilities, then connect those needs with services such as tax planning, risk and insurance, administration, and family-business advice.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a peer community for single family offices and wealthy families. Its material can help a prospective client compare how a multifamily office model differs from managing affairs alone, especially across philanthropy, financial planning, administration, and risk decisions.

• GuideQuestions to ask a multifamily office

  The questions to ask a multifamily office page helps a prospective client prepare for an initial conversation. Use its prompts to discuss service scope, coordination with advisers, fees, confidentiality, family-business needs, and support for tax, insurance, bill pay, and philanthropic administration when evaluating Prosperita.

• Similar firmsAlbacore Family Office

  Albacore Family Office offers a useful comparison point among firms listed on MultifamilyOffices.com. Reviewing its profile beside Prosperita can help a wealthy family or business owner identify differences in regional focus, client needs, and service mix, then decide which questions to raise about planning, administration, risk, and business-owner support.

Sources

1. Prosperita Family Office, English home page
2. Prosperita Family Office, About Us
3. Prosperita Family Office, About Us
4. Prosperita Family Office, English home page
5. Prosperita Family Office, home page
6. Presentation of Primož Kovačič
7. What Is a Family Office?
8. Prosperita Family Office, home page
9. Prosperita Family Office, home page
10. Prosperita Family Office, English home page
11. What Is a Family Office?
12. Prosperita Family Office, About Us

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.