Family Businesses and Private Clients
We integrate ownership, family, and business interests by devising structures that remain resilient to change – within the company, the family, and the regulatory environment. We explain complex implications in clear, straightforward language and help our clients make strategic decisions that establish order, define roles, and clarify responsibilities.
When advising, our goal is to ensure the security of assets and the continuity of the business – with clear rules for today and for the future.
Services within:
Services within:
- Legal and tax planning of operational, investment, and business succession activities
- Advisory on the establishment of Polish and foreign family foundations, drawing up the founding documentation, and registration
- Drafting and amending statutes of family foundations
- Providing ongoing support and administration of family foundations
- Providing tax advice on asset relocation, CFC, exit tax, and change of tax residency
- Advisory on wills and documents related to the transfer and protection of assets in the succession planning process
- Assisting with reporting and compliance under domestic and international regulations
- Providing support in complex capital structures involving Polish and foreign entities
- Advising on legal and tax aspects of transferring assets to family foundations
- Assisting family businesses in all aspects of creating family governance frameworks, including family constitutions
- Producing legal due diligence reports and conducting tax audits of family businesses
- Coordination of cooperation with banks, law firms, and advisors across different jurisdictions
Thinking about your company’s succession?
Contact us
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