Family Business and Succession Planning
Scope of our know-how
- Advising on how to duly protect assets in Poland and abroad and to keep it for future generations.
- Assisting in inheritance and succession planning
- Coordinating or participating actively in projects for generation shifts
- Offering services in all aspects of the protection and restructuring of private estates and business assets, including the setup of private foundations and trusts, and holding companies in foreign jurisdictions
- Assisting over compliance with reporting obligations regarding assets in Poland and abroad, including those connected with the international exchange of tax and financial information (under the CRS and FATCA)
"Very professional and very organised" and "They are straight-talking and friendly; very easy to get on with, and no airs and graces".
"Diligent and responsive".
"I am very satisfied with their knowledge, creativity and service. They are great with tax structuring, and for everything related to tax law, I would for sure go with them. For us, they are the perfect partner".