Family office

Family Office: why with us?

Why should you trust us?

A model of cooperation that is based on close relations and trust allows us to understand the needs of clients better and, as a result, to represent them and deal with their family matters in a way that will make them successful.

We employ this model in working for a few family-owned companies in the south of Poland which employ a total of 3,000 people. After many years, we are fully trusted by these clients, so they rely on us to take many problems off their shoulders so that they can focus on developing their companies.

We sometimes hear our clients that we deal with small things in a big way. By combining the experience of lawyers with that of specialists in taxes, insurance, finance and banking, we can offer you the kind of assistance that will make you feel secure.

The well-known saying “Don’t work for money. Let money work for you” will become a reality with us.

In what situations?

We will always work to understand the nature of your business so that we can protect your operations with instruments that can be trusted and relied on. Through our services, we help to protect our clients’ capital and transfer it from generation to generation on the other hand, and to multiply this capital, reducing unwanted risks and taxes on the other.

How can we help you?

It is worth noting that succession and will planning are two different things. Based on our practical experience, we can distinguish between these two concepts and assist you in both areas.

Would you like to plan how and who should manage your company? Have you ever wondered how your company will cope with difficult situations? You can rely on our support in these and other matters related to succession.

Have you ever wondered about the difference between inheritance and a gift made upon the death of the donor? We will advise you on anything related to will planning and develop the best solutions for you together with you.