Area of support / 07
Organise family assets, governance and succession. We help assess, design and implement a Polish family foundation, from the initial review to ongoing legal and tax support.
Speak with our team+48 22 276 61 80Scope of support
A Polish family foundation can support long-term asset management and establish rules for beneficiaries. We first examine family circumstances, ownership and business plans. This structure is not appropriate for every situation.
We weigh organisational benefits against costs, obligations and restrictions. We consider income, beneficiaries’ needs, the founder’s desired influence and the funding of benefits. Where another solution better meets your objectives, we explain the alternatives.
We design governance rules intended to remain useful through generational change. The statute should answer practical questions, not simply reproduce a legal template.
We review shares, real estate, cash and other property rights. We assess which assets to contribute, the sequence of contributions and any preparatory reorganisation. We do not assume that all family assets should be transferred.
We help balance the positions of family members involved in the business and those outside it. We discuss when benefits begin, the conditions attached and how arrangements should evolve as family needs change.
We assess contributions, activities, investments, transactions, benefits and possible dissolution. Advice depends on the specific structure and applicable rules. Establishing a foundation does not automatically produce a tax advantage.
Our work progresses through assessment, structural design, drafting the statute and supporting documents, establishment and registration support, and implementation of asset governance. Scope, responsibilities and timing are agreed at the outset.
We assist with resolutions, benefit records, changes to beneficiaries and the statute, investments and ongoing tax matters. The foundation forms part of a wider succession plan, including successors’ roles and future business management.
No. Assets, owners’ objectives, family needs, costs and obligations must be assessed first. Another solution may be more appropriate.
The scope is planned individually. We assess the purpose and consequences of each contribution rather than assuming a transfer of everything.
Yes. We advise on ongoing legal and tax matters, documentation, governance changes and planned transactions.
An overview of assets and ownership, family objectives and expectations for management and benefits. We will agree the detailed document requirements during the discussion.
This page provides general information. Recommendations require an individual review of the circumstances and applicable rules.
Our approach
We combine legal, tax, financial and operational perspectives, so recommendations are practical to implement — not merely correct on paper.
Contact
Tell us your objective, current stage and most important risks. We will select the right team and recommend the next steps.
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