Company succession

Our law firm provides comprehensive support in the field of family foundations – from the moment of planning the structure, through its establishment, to ongoing legal and tax services.

Take advantage of our experience and secure the future of your business and your loved ones.

The scope of support offered in the field of family foundations:

• Strategic consulting and succession planning:
  • analysis of family needs and business structure,
  • development of an individual model of the foundation's operation,
  • advice on the separation of business from family matters,
  • Multigenerational succession planning

• Establishing a family foundation:
  • preparation of the foundation's founding act,
  • development of the foundation's statute in accordance with the founder's goals and values,
  • assistance in the selection and appointment of the foundation's bodies (management board, supervisory board, meeting of beneficiaries),
  • support in the transfer of the founding fund (min. PLN 100,000),
  • notification to the register of family foundations.

• Legal and administrative services for the foundation:
  • ongoing legal advice for the founder and the foundation's bodies,
  • preparation of resolutions and internal documentation,
  • representation in audit proceedings (e.g. tax proceedings),
  • advice on the payment of benefits to beneficiaries,
  • support in changes in the statute or composition of bodies.

• Tax advice and legitim:
  • tax planning when transferring assets,
  • explanation of the principles of taxation of foundation benefits (CIT, PIT),
  • analysis of the foundation's impact on the right to a reserved portion,
  • assistance in negotiations and documentation of waivers of legitim,
  • preparation of solutions to reduce the risk of inheritance disputes.

• Support in managing the foundation's assets:
  • advice on the transfer of shares, stocks, real estate,
  • structuring the foundation's investment activities (lease, loans, trading in shares),
  • compliance with regulations on prohibited activities for foundations,
  • support in financing the activities of beneficiaries.

Contact us to talk about the benefits of setting up a family foundation.

Benefits of cooperation:

• Securing the founder's property and family interests,
• Minimization of tax and inheritance risks,
• Organizing the structure of business and assets,
• Real control over the payment of benefits,
• Service “from A to Z” – law, taxes, proceedings,
• Transparent rules for the functioning of the foundation for generations.