Private Client

We specialize in business succession, advising our clients on transferring businesses to the next generations. We provide interdisciplinary legal advice to Private Clients and family businesses.

We advise on succession planning through the use of family foundations, whether Polish or foreign private foundations. We provide comprehensive support in preparing for the establishment of a family foundation, including drafting all necessary documents required to create the foundation, such as the foundation’s statute, registration, and structuring its operations to align with the founder’s expectations. Furthermore, we provide comprehensive assistance with the transfer of assets to the family foundation, as well as the ongoing administration and documentation associated with it.

We assist clients in the drafting of any other documents aimed at succession planning, such as wills or inheritance agreements.

We design and implement solutions to optimize business structures, such as establishing holding companies, as well as carrying out transformations and reorganizations. These efforts consider the complexity of capital structures involving both Polish and foreign entities.

We collaborate with leading banks, law firms and advisors across various jurisdictions, providing comprehensive business support tailored to individual needs.