Private Client

We work with clients for whom legal certainty, business continuity, and the protection of wealth built up over generations are paramount. Our advice goes beyond traditional tax issues -we integrate legal, tax, transactional, and regulatory perspectives. We also advise on citizenship matters.

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Our Approach

We are an interdisciplinary team that combines expertise in tax law, civil law, corporate law, international regulations, compliance, and litigation. This enables us to support clients at every stage of a family business’s life cycle and the management of its assets:

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planning → growth → international expansion → succession → restructuring → transactions → disputes

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We provide solutions that are safe, practical, and implementable, taking into account both legal aspects and our clients’ personal goals.

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How can we help?

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Succession and Estate Planning

• Succession planning for private assets and family businesses
• Preparation of succession and will structures
• Advice on family foundations (Polish and foreign)

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Relocation and International Mobility

• Planning a change of tax residence
• Advice on relocation to and from Poland
• Tax and regulatory compliance for cross-border structures

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Family-owned businesses – structures and corporate governance

• Streamlining legal and ownership structures
• Conversions, divisions, and reorganizations
• Support in establishing corporate governance and family cooperation guidelines

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Transactions and Investments

• Preparing family-owned businesses for sale
• Support in negotiations with investors (including private equity firms)
• Comprehensive support for share or stock sale transactions

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Individual Taxation

• Taxation of domestic and foreign income
• CFC, secondment, exit tax
• Ongoing tax advisory services for investors, entrepreneurs, and managers

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Citizenship

• Advice on the conditions for foreigners to acquire Polish citizenship or to obtain confirmation of Polish citizenship
• Assistance in preparing the relevant applications and throughout the proceedings
• In cooperation with foreign attorneys, support in applying for foreign citizenship

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Why choose us?

• Experience in various projects, including high-value and complex Private Client matters
• A thorough understanding of the unique nature of family businesses and private wealth
• A long-term approach: building relationships, not one-off solutions
• An international perspective and collaboration with foreign law firms