Family Foundations:
Scope of Competencies
Our law firm offers comprehensive legal advisory services in the establishment and operation of family foundations – a modern tool designed to safeguard assets, ensure succession, and support long-term family and business goals.
A family foundation is a legal structure that allows owners of family businesses to manage assets effectively and transfer them to future generations in an orderly manner, while maintaining control over key decisions.
A family foundation is a legal structure that allows owners of family businesses to manage assets effectively and transfer them to future generations in an orderly manner, while maintaining control over key decisions.
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Our services include:
Zakres usług obejmuje:
Advisory on family foundation structure planning
Analyzing the family foundation’s goals, identifying beneficiaries, and optimizing the governance model and benefit distribution structure.
Drafting the family foundation’s statute
Preparing a comprehensive document regulating the family foundation’s operations, its bodies, decision-making processes, and benefit payment rules.
Registering the family foundation
Preparing registration documentation and representing clients before the National Register of Family Foundations.
Asset contribution to the family foundation
Advisory on in-kind contributions, including businesses, real estate, shares, and stocks.
Corporate governance and oversight
Advising on the structure of the family foundation’s bodies, founder’s rights, supervision of the management board, and control mechanisms.
Tax compliance
Analyzing tax implications of establishing and operating the family foundation, including CIT, PIT, VAT, and inheritance and donation tax.
Operational phase support
Legal assistance in the family foundation’s day-to-day operations, statute amendments, handling meetings of governing bodies, and relations with beneficiaries.
Dissolution and liquidation of the family foundation
Advisory and handling of the termination process of the family foundation’s activities.
With our experience in succession planning, tax law, and corporate law, we provide clients with full support in establishing and managing family foundations as a secure and flexible tool for long-term family and business asset management.