Succession
Without a plan, shares in the business pass to many heirs, which often paralyses decisions and leads to the sale of the business.
Family
Family foundation
A Polish family foundation to preserve wealth and plan succession.
100 000 złminimum foundation assets
2023year the act came into force
15%CIT on payment of benefits
01 · Introduction
A family foundation is a Polish institution introduced in 2023 that holds the family’s assets and pays benefits to its members according to rules set by the founder. It allows a business and assets to pass to future generations without being split up with each inheritance.
We prepare the charter, the list of assets, the contribution of shares or real estate and the registration. We design the benefits plan and its tax consequences together with a tax adviser.
02 · Scope
What the service includes
- Charter, beneficiaries, foundation bodies
- List of assets and contribution of shares or real estate
- Entry in the register of family foundations
- Benefits plan with a tax adviser
03 · What it means
What it means for you
For you this means clear rules for the future of your assets and business: who receives benefits and when, who manages and how decisions are made. Heirs do not need to split shares or sell the business to settle accounts.
A foundation may conduct limited business activity, including managing shares, real estate and securities.
Who it is for: Business owners and families who want to organise their wealth for generations.
04 · Why it matters
Why it matters
Taxes
The foundation’s income is in principle exempt from CIT; tax is paid when benefits are paid to beneficiaries.
Protection
Assets in the foundation are separate from the private assets of family members.
05 · Legal basis
Laws in brief
how we work
Four steps
- 01
Conversation
We learn about your goal, timeline and budget.
- 02
Wycena
You receive the scope and price in writing before we start.
- 03
Delivery
We handle the matter and keep you informed at every stage.
- 04
Efekt
You receive the finished documents, register entries and access credentials.
01How much does the first call cost?
A 30-minute consultation with an attorney-at-law is credited towards any service you order. Prices of other services are given in writing before we start.
02Can I set up a company remotely?
In many cases, yes, under a power of attorney. Where a bank or authority requires your presence, we organise a single visit to Warsaw.
