What for?
Running one’s business under the conditions of the ever-changing tax regulations that often put the effectiveness of the legal form chosen (e.g., after subjecting limited partnerships to CIT in 2022) into question is a challenge even for an experienced entrepreneur. It is usually difficult to combine extensive knowledge of legal, tax or accounting issues with operational know-how and experience required to develop the core business. In addition, every company is unique and exhibits diverse needs in terms of employee, business or product development solutions.
On the other hand, effective entrepreneurs constantly evolve, setting up successive ventures, thinking about securing their assets, succession, and the future of their family and heirs. They consider establishing a Family Foundation or other organizational units. The tax spectrum extends beyond income associated with business activity or investing in capital companies, and the key tax and legal issues are more closely bound with the private and family sphere. This is quite often combined with the issue of such assets as real estate, shares, deposits or fund stocks dispersed across multiple jurisdictions.
The selection and ongoing management of a model for taking and reinvesting income from various sources most suited to the individual needs of an entrepreneur and his or her kin is a task for an interdisciplinary team of tax and legal experts, with a possibility to involve foreign specialists.
For whom?
All owners of private and family businesses considering long-term hedging of private and family interests, asset protection, succession, including succession with maintained control, who value tax and legal security, as well as the sustainability of adopted solutions.
How?
Under tax and legal consulting for individual entrepreneurs and family businesses we offer:
- Strategic business consulting at capital group, individual company and owner level
- Consulting and support in creating and structuring ownership, as well as managing a Family Foundation
- Corporate, private and family asset structuring
- Support within the succession planning process
- Transaction support and consulting in terms of obtaining an investor or external funding
- Tax, legal and financial consulting to support business development
- Consulting in terms of investing in Poland and abroad
- Tax consulting in the field of foreign income settlement
- Conducting tax proceedings and disputes
- Support in fulfilling foreign exchange obligations associated with holding foreign assets and liabilities
- Succession planning
