Family Foundation: The Secret to Multi-Generational Success – Lessons from Western Europe

Location:

Biuro CRIDO, Towarowa 28, Warszawa

When:

2 april 2025, time 16.00

Is the Polish family foundation a modern and effective succession tool that can secure wealth for generations? Or is it a legal construct fraught with risks, requiring a well-thought-out strategy? How can family members’ roles in a business be best defined to prevent conflicts and ensure continued growth? What solutions have been implemented in other countries, and which of them could be applied in Poland?

During this event, we will try to answer these and other questions, comparing the Polish approach with international perspectives. In particular, we will examine solutions used in the UK and Liechtenstein—countries with long-standing experience in family wealth management and succession planning. Both offer advanced legal frameworks that have helped entrepreneurial families protect and grow their wealth while ensuring its transfer across generations.While the panel discussion will compare international solutions with Polish experiences, highlighting strengths, challenges, and potential applications.

Join us for this event—an excellent opportunity to gain insights, exchange experiences, and establish valuable connections.

Agenda

16:00-16:30 | Registration

16:30-16:40 | Welcome and Introduction by Mateusz Baran, Partner, CRIDO

16:45-17:00 | The Polish Family Foundation – A Versatile Vehicle or a Risky Trap?
Katarzyna Żółcińska, Counsel, CRIDO & Karolina Gotfryd, Manager, CRIDO

  • The Family Foundation as a succession tool
  • The Family Foundation as an investment vehicle
  • The Family Foundation as a wealth protection mechanism

17:00-18:00 | What Can We Learn from Our Older Sisters? A Comparison of Polish and International Experiences – Panel Discussion

Moderator:
Dr. Katarzyna Witkowska-Malinowska – Partner, Head of Litigation & White-Collar Crime, CRIDO Legal

Panelists:

  • Hannah Blecha, Partner, Schwärzler Attorneys at Law, Liechtenstein
  • Stephanie Parish, Partner, Clarion, UK

18:00-19:30 | Networking over Dinner & Wine

🔹 The event will be translated into Polish and English.

We look forward to seeing you there!


Event Details

Date: April 2, 2025

Time: 16:00 – 19:30
Location: CRIDO headquarters (Sky Office, 13th floor, "Generation Park Z," Towarowa 28, Warsaw)