Estate planning and succession

In advising family businesses, two things count most: a personal approach and trust. Discretion and the ability to understand what the family cares about are also indispensable. We guarantee that these requirements are met. They are borne out by the testimonials of our long-standing clients who have entrusted their assets to us, and by the high international rankings we have held over the years.

On a day-to-day basis, we are advised by family businesses and foundations on how to properly safeguard assets in Poland and abroad and preserve them for future generations. This is also what our Private Client team is primarily dedicated to. As part of this:

• We assist with succession planning and succession planning.
• We coordinate intergenerational transfer projects or are an active participant in the process.
• We provide services for all aspects of the protection and restructuring of private and business assets, including foreign private foundations, trusts and holding companies in foreign jurisdictions.
• We assist in the proper fulfilment of reporting obligations in relation to assets in Poland and abroad, including reporting obligations related to the international exchange of information on tax and financial matters (CRS – Common Reporting Standard; FATCA – Foreign Account Tax Compliance Act).

We are trusted by more than 20 of the wealthiest families in Poland. If you want to entrust your assets in responsible hands and forget about the stress and attention it takes to conduct asset protection in accordance with the law, contact our team so that we can meet and discuss what is most important for your family.