Private and family business.
Succession, ownership structure, the Polish family foundation and family office services — for owners thinking generations ahead.
Scope of work.
Succession planning
Long-term succession strategy — ownership, governance, leadership and tax.
Ownership structure
Holdings, SPVs and ownership vehicles aligned with the family's strategy.
Polish family foundation
Design, set-up and operations of the Polish family foundation (Fundacja Rodzinna).
Asset protection
Asset protection structures, governance and risk reviews.
Family office (advisory)
Multi-family office advisory — reporting, controls, third-party providers.
Sale of the family business
Pre-sale preparation, deal execution and post-sale wealth structuring.
Who we work with.
We work with families and owners — first, second and next-generation — thinking about ownership, succession and wealth across generations.
Founders and first generation
Founders planning succession, retirement or partial exit.
Next generation
Successors preparing to take over and professionalise the business.
Family councils
Family councils designing governance, family constitution and decision-making.
Private wealth owners
Owners managing significant private wealth and concentrated assets.
Frequently asked questions.
Thinking about succession or family foundation?
Book a 30-minute call with a partner. No obligation, no fee.