- Scope of services
Private Clients and Family Businesses
If you want to ensure the security of your assets, the future of your family, or the development of your business, regardless of the stage of your life or the scale of your challenges, you will receive support from our team of personal advisors.
We assist in succession planning, the establishment of family foundations, the reorganization of assets, and the regulation of property and family relationships. We support clients with citizenship, residence, divorce, property division, child custody, and inheritance matters – with sensitivity, discretion and understanding. Our advice combines legal, tax, and business expertise to provide consistent and lasting solutions.
Succession
- Succession planning (including family and business aspects)
- Securing business and private interests
- Legal and fiscal solutions
- Recommended changes to the business management model
Family Foundation
- Analysis of the possibility of creating a family foundation (Polish or foreign)
- Securing the proper operation of the family foundation
- Succession strategy that best protects the interests of the founder and the beneficiaries
- The formalities necessary for the establishment of a family foundation and its continued operation (including documents and bylaws, such as the declaration of the establishment of a family foundation in the articles of incorporation or will, the articles of incorporation of a family foundation, the bylaws of the bodies of a family foundation, etc.).
- Day-to-day legal advice
Reorganizations of business and private assets
- Analysis of assets, including real estate, shares in companies, financial investments, intellectual property, as well as debts and liabilities
- Identification of areas where optimizations can be made
- Personalized asset reorganization plans
- Taking into account tax risks and maximizing return on investment
- Asset reorganization processes (e.g., transformation of a company's legal structure, transfer of asset ownership, debt restructuring or the transfer of assets to a trust or fund)
- Monitoring and adjusting strategies
Citizenship and residence
- Services for both individual customers and employers
- Obtaining Polish citizenship
- The right to stay in Poland
- Visa application
- Temporary or permanent residence permits
- Long-term residence
- Pole's card
- Legal and migration counseling
- Representation in litigation
Division of assets
- Pre-trial agreements
- Negotiations/mediation
- Asset valuation (in cooperation with CRIDO) cooperation with CRIDO)
- Asset division, including not only joint real estate and mutual multimillion-dollar investments, but also businesses and companies
Marital property contracts
- Property relations between spouses (including international aspects)
- Minimization of the property liability of each spouse
- Minimization of the risks associated with a possible breakup
- Mediator services
Divorce and separation
- Divorce proceedings
- Separation proceedings
- Gathering of evidence
- Child custody
- Alimony
- Parental authority
- Conducting proceedings in an amicable manner (if possible)
- Settlement (also with the participation of a mediator)
Childcare
- Proceedings concerning parental authority and custody
- Execution of contacts
- Parenting plans
- Preparation of evidence for proceedings
- Children's affairs (conducted as their guardians, advocates and attorneys)
Inheritance cases
- Contracts securing succession issues
- Preparation and analysis of wills
- Handling cases on retainer, inheritance claims and the division of inheritance
