Family foundation
We assist in the creation and management of family foundations to effectively protect assets and ensure their safe transfer to future generations.
What is a family foundation?
A family foundation is a legal entity used to manage family wealth, protect assets, and secure the future of future generations. Through a family foundation, it is possible to transfer assets in an orderly manner while maintaining control over their use, which helps ensure the harmonious operation of family businesses and the protection of beneficiaries’ interests.
Who are family foundations for?
This solution is aimed primarily at entrepreneurs and private individuals interested in securing the future of their assets. It is ideal for business succession planning and protecting family wealth, while also offering tax optimization. A family foundation also provides flexibility in managing assets, allowing the structure and activities to adapt to changing needs and circumstances.
Our services are directed at individuals who want to manage their family wealth effectively and protect it for future generations. We support founders, their families, and family businesses in the process of creating a family foundation, managing it, and protecting their assets.
How can we help?
Creating and registering a family foundation
Shaping corporate governance
Transferring assets to the foundation
Tax and legal advice
Day-to-day management of the family foundation
Succession processes and beneficiary protection
When should you use our services?
- You want to secure your assets for the future and ensure their safe transfer to the next generation.
- You plan to establish a family foundation and need support in its creation and registration process.
- You need advice on corporate governance and managing a family foundation.
- You want to optimize the tax aspects of transferring assets to the foundation.
- You are focused on effectively protecting the interests of foundation beneficiaries and family wealth.
Why choose us?
Recognized for contributions to economic growth, commitment to corporate social responsibility, and building a strong, recognizable brand.
Awarded to companies maintaining high standards in business operations and delivering top-quality service in 2024.
Honored for corporate social responsibility actions, effective policies for employees and clients, and numerous social projects.
Ranked among the top tax advisory firms in Rzeczpospolita’s 2024 ranking.
What are the costs of our support?
We support both large enterprises and smaller companies looking to grow and gain a competitive edge in the market. If you’re curious about how much you can save and the benefits of working with us, feel free to contact us.
A conversation is non-binding and could open the door to significant tax savings.
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Planning for the future: the family foundation and succession
It’s important to note that a Polish family foundation not only serves as a tool for business succession but also enables tax optimization strategies. The taxation, limited to the benefits paid to beneficiaries, can translate into financial advantages. This can lead to better asset management and reinvestment of savings into business growth.
Taxation is a key element that sets these organizations apart from other legal forms. Taxes are only levied on the benefits paid to beneficiaries, which is a significant advantage. This approach promotes efficient financial resource management, increasing investment potential. Additionally, a Polish family foundation benefits from exemptions from ongoing CIT tax, allowing for greater flexibility in reinvesting profits.
Practical aspects of family foundation taxation
Maximizing available benefits is achievable through thorough analysis and appropriate preparation regarding the taxation of family foundations. Not only are proper planning and implementation essential, but ongoing advice on tax liabilities and regulatory compliance is also crucial.
It’s worth remembering that establishing and running this type of organization requires meeting specific legal requirements. Providing support in this area, including tax advice, is one of the services offered by Staniek&Partners.