Polish family foundations

A tax adviser and an attorney-at-law jointly lead the design. We consider not only the charter, but also taxation, funding, liability and the relationship between the founder, beneficiaries and family-owned businesses.

Scope of advice

• feasibility assessment and comparison with alternative succession structures
• legal and tax design of the foundation
• charter, governance bodies and benefit policy
• notarial process and registration
• contributions of shares, real estate and investment assets
• tax rulings and implementation documentation
• ongoing governance and structural changes
• cross-border ownership and beneficiary considerations

Wealth for the long term. Governance across generations.

The foundation is designed as an integrated legal, tax and ownership structure. Succession, asset protection, reinvestment and family governance must support both present needs and the family’s long-term objectives.