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Business Succession and Family Foundations

Continuity in business and the organization of assets rarely come down to a single document. In practice, they are long-term processes involving ownership, family, and organizational relationships, as well as the management and control of the company and its assets. A lack of prior decisions or procrastination often leads to tensions and differing expectations between generations, which, in the long term, can impede the stable growth of the business.

Working on succession means designing solutions that structure ownership and decision-making principles for the long term. We create frameworks that allow for the gradual transfer of control over the company and asset management, including the use of family foundations. It is essential for us to align the chosen solutions with the actual operation of the company, ensuring that the succession structures are operational and not just formal.

What We Do in the Area of Business Succession and Family Foundations?

Designing Succession Processes

We create models for transferring control and ownership, considering the pace of changes, the roles of individuals, and the future functioning of the business.

Family Foundations as Part of Wealth Structure

We assist in establishing and managing family foundations as a tool for long-term wealth management and ownership relations.

Ownership and Control Structure After Succession

We organize the rules for exercising authority in companies and the relationships between beneficiaries, the board, and supervisory bodies.

Tax Aspects of Succession and Family Structures

We analyze the tax implications of the chosen solutions and adjust them to the planned asset transfer path.

Documents Regulating Family and Ownership Relations

We prepare agreements and regulations that define how assets are to be used, the division of responsibilities, and mechanisms for resolving disputes.

Disputes and Tensions in Succession

We assist clients in resolving conflicts related to succession, both by preventing escalation and during proceedings.

Scope of Support

  • Ownership succession models
  • Control transfer structures in businesses
  • Establishing and managing family foundations
  • Control rules after generational changes
  • Ownership and asset relations in family businesses
  • Agreements and documents regulating succession and responsibility
  • Succession disputes and alternative dispute resolution methods

Let’s discuss the best solution for you.

Managing partner, attorney at law

+48 512 243 919

Marta Żukowska

Counsel, attorney at law

+48 531 571 901

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