We achieve intergenerational security and continuity for your family and business by creating and implementing comprehensive succession strategies.
Our advice in this key area includes:
- Polish family foundations—comprehensive advice on the design, establishment, and ongoing operations of family foundations in Poland
- Foreign foundations and trusts—advice on employing foreign structures such as foundations and trusts as a part of international asset planning
- Succession audit—analysis of the asset situation to identify risks and draw up a strategic roadmap for the succession process
- Wills and inheritance proceedings—drawing up wills and representing clients in inheritance matters
- Protection against forced-share claims—developing legal structures minimising the risk of such claims.
We specialise in international tax planning, including taxes on unrealised profits (exit tax) and taxes on controlled foreign companies, foundations and trusts (CFCs). We advise on cross-border gifts and inheritance. We offer support for tax restructuring of corporate and individual assets, and represent clients in proceedings before the tax authorities.
We advise clients in creation and ongoing operation of single-family office and multi-family office structures, tailored to the scale of the family’s assets and the complexity of their interests.
Our support includes selection of the optimal jurisdiction and legal form, designing the asset management model and the rules of family and corporate governance, as well as integration of the family office with existing holding structures, family foundations and trusts.
We deliver comprehensive legal and tax support at the implementation stage, including registration, obtaining the necessary regulatory approvals, and preparing internal documentation (investment rules, risk management policies, rules for reporting to family members). We also advise on ongoing family office operations, including hiring of managers and specialists, tax filings and payments, transfer pricing in intragroup dealings, and CFC reporting.
In the case of multi-family offices, we also advise clients on developing the model for cooperation between the families, confidentiality rules, and sharing of common infrastructure costs.
Our advice includes strategic support for family-owned businesses, including restructuring and changes in corporate form. We draw up family constitutions establishing family governance and corporate governance policies. We provide ongoing legal support, including establishing foundations, charitable organisations, and family foundations, and advising on M&A transactions.
We provide full legal and tax support for the purchase and sale of properties of significant value, including due diligence. We offer the integrated support of a one-stop shop for clients investing in real estate on foreign markets.
We design and implement holding structures in Poland and abroad with the aim of optimising and protecting assets. We advise on planning international tax residency and implement structures protecting assets against potential claims by creditors.
We provide confidential and effective support in the most personal property matters. We conduct divorce proceedings, including cross-border cases. We draft prenuptial agreements and represent clients in complicated cases involving the division of assets post-divorce.
We support clients in the complicated process of recovering unlawfully expropriated family assets, including real estate, enterprises, collections and artworks. We conduct comprehensive administrative and judicial proceedings seeking to recover property in kind or obtaining compensation for nationalised property.
We provide comprehensive legal advice on relocations to or from Poland. We provide full support in legalisation of residence and in Polish citizenship matters. We guide clients through the process of changing their tax residency (including exit tax issues) and coordinate the process of obtaining citizenship or permanent residence in foreign jurisdictions.
We support clients in creating family office structures and in protecting their personal interests, reputation and privacy. We also serve as a trusted central adviser who is the client’s first point of contact, diagnosing the problem, and when needed engaging the top specialists from other areas of our firm.