Responsible Partner
Marcin Frank
Partner
Co-founder of Zwyrtek Group. Specialises in M&A transactions, succession, family foundations and advisory for private and family businesses.
Full profileFamily 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.
What we do
Scope of work.
Succession
Preparing the company and the family to pass on wealth, control and responsibility to the next generation.
Read moreThe Polish family foundation
Assessing whether a family foundation makes sense in a given situation, designing the structure and supporting its implementation.
Read moreAsset protection
Separating private, family and operating assets, and limiting ownership risk.
Read moreOwnership 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.
Read moreFamily office
Ongoing coordination of the family's and its companies' financial, legal and reporting matters.
Read moreOngoing support for the owner
Ongoing tax, legal, financial and accounting advisory for the owner, the family and its companies.
Read more
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.
Partner responsible for this practice
Insights
Related analyses and publications.
Private
New Anti-Bullying Rules in Poland from November 2026: What Employers Need to Implement Now
From 5 November 2026, a formal policy in a drawer is no longer enough. A new definition of workplace bullying, a lower burden of proof, minimum compensation and a duty of systematic prevention — what employers, HR and compliance teams need to implement in Poland.
8 min read
Private
A business ready for succession. Michał Zwyrtek on AI, digital transformation and generational change
Michał Zwyrtek explains how AI, digital transformation and organisational readiness can support succession in a family-owned business.
8 min read
Private
From lab to recyclable packaging. Teresa Sermak at InterNanoPoland 2026
Teresa Sermak of Zwyrtek Group spoke at InterNanoPoland 2026 about PPWR, advanced materials and the commercialisation of new technologies.
6 min read
Process
How does the cooperation work?
- 01
Conversation with the owner and understanding the goals
- 02
Analysis of assets, companies, risks and family relationships
- 03
Structure options and recommendation
- 04
Designing documents and operating rules
- 05
Implementation
- 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.