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    Zwyrtek
    Family business

    Private and family business.

    Succession, the Polish family foundation, asset protection and ownership structure are decisions that cannot be reduced to a single document. They require an understanding of the company, the family, its wealth and the owner's long-term goals.

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    What we do

    Scope of work.

    • Succession

      Preparing the company and the family to pass on wealth, control and responsibility to the next generation.

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    • The Polish family foundation

      Assessing whether a family foundation makes sense in a given situation, designing the structure and supporting its implementation.

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    • Asset protection

      Separating private, family and operating assets, and limiting ownership risk.

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    • Ownership structure

      Organising shareholdings, companies, shareholder relationships and decision-making rules.

    • Sale of the company or an investor coming in

      Preparing the owner and the company for a transaction, capital succession or reinvesting wealth after a sale.

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    • Family office

      Ongoing coordination of the family's and its companies' financial, legal and reporting matters.

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    • Ongoing support for the owner

      Ongoing tax, legal, financial and accounting advisory for the owner, the family and its companies.

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    Who we work with

    Who we work with.

    We support owners of family and private businesses in matters where discretion, trust and continuity across generations are key. We combine tax, legal, financial, transactional and accounting advisory to help design a solution matched to the owner's and family's real situation.

    Founders

    Preparing succession, the family foundation, protecting what has been built.

    Second and third generations

    A family constitution, group-wide governance, professionalising management.

    Family offices

    Operational support for the family office and oversight of external advisors.

    Process

    How does the cooperation work?

    1. 01

      Conversation with the owner and understanding the goals

    2. 02

      Analysis of assets, companies, risks and family relationships

    3. 03

      Structure options and recommendation

    4. 04

      Designing documents and operating rules

    5. 05

      Implementation

    6. 06

      Ongoing tax, legal, financial or accounting support

    When

    When is it worth talking to us?

    • you are planning succession in a family business,
    • you want to protect family assets,
    • you are considering a family foundation,
    • you are preparing the company for sale,
    • you have several successors with different roles in the business,
    • you want to separate family assets from operating assets,
    • you need to organise the shareholding structure,
    • you want to avoid conflict between the family, shareholders and the board.
    FAQ

    Frequently asked questions.

    With a conversation about the owner's goals, family situation, and the structure of the wealth and the company. Only on that basis do we propose specific tools — succession, the Polish family foundation, ownership restructuring, the sale of the company, or ongoing support.

    No. We work with owner-managed companies across a very wide range of scale — from a single operating company with a property, to extensive corporate groups and family offices. What matters is the complexity of the matter, not the size of the company alone.

    Gifts, testamentary provisions, shareholders' agreements, a family constitution, holding structures, the Polish family foundation and the sale of the company. In every situation we match the solution to the goals of the owner and the family — not the other way round.

    Yes. We combine ownership-side advisory with M&A practice — from preparing the company and the owner for the transaction, through negotiations, to managing wealth after the sale.

    Yes. Within the group we provide ongoing accounting, HR and payroll, and tax support for owner-managed companies and, where needed, family foundations connected to the family.

    We work in a partner-led model. Ownership matters are handled by a narrow team, and all arrangements are covered by the professional secrecy of the tax advisor and attorney, as well as internal confidentiality procedures.

    Yes. Often an independent review of a proposed structure, succession plan or contract is enough. We work both on a project basis and in an ongoing-cooperation model with the owner and the family.

    Are you planning succession, a change of ownership, or organising family wealth?

    Book a 30-minute call with a partner. No obligation, no fee.

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