Private Client
Affluent individuals and family businesses, both from Poland and abroad, form a substantial part of our client base. We make sure that our clients hold their enterprises closely in order to retain sufficient control to meet their long-term individual and professional goals. We are renowned for our discreet service and common sense, as well as our technical excellence.
We have significant expertise in wealth planning, asset management, inheritance and family law.
We are the leading law firm in Poland for the eighth year running in the area of private client, according to the world’s most renowned legal guides Chambers and the Legal 500. Our lawyers are ranked Band 1 and Band 2 by the guides.
Grzegorz Woźniak and
Grzegorz Dudek are recommended as some of the best private client lawyers in Poland.
Wealth Structuring
Wealth structuring is about far more than meeting your family's short and medium term needs – rather, it is designed to give real effect to your family's aspirations and values.
It involves the creation of a domestic and/or international framework for wealth asset management that can deploy trusts, foundations, corporate entities and other vehicles to protect your long-term financial interests and, more importantly, those of your family.
Our expertise lies in structuring your wealth so that your estate is protected now and in the future whilst allowing sufficient flexibility to address changing circumstances or unexpected turns of events. This will ensure, so far as is possible, that your and your family's wealth is properly protected and managed during and beyond your lifetime.
Our wealth planning solutions are bespoke and tailored to each specific situation. These solutions also offer the opportunity for asset diversification, flexible succession, tax and beneficiary planning.
Charities
We advise individual philanthropists, charities and other not-for-profit organisations both from a legal and practical perspective.
We provide sophisticated yet commercial solutions for the creators and funders of charities on a wide range of issues, including the choice of the appropriate vehicle (be it a foundation or a company). We analyse a client’s philanthropic intentions and work together to achieve the best results.
We ensure the fiscal efficiency of donations, particularly in a cross-border context. Within the Polish jurisdiction, we advise on the income tax implications, on inheritance tax and on capital gain tax.
Luxury Assets
Our private client team spans all areas of legal services. We understand that our clients are passionate about their luxury assets, whether it is ownership of a yacht or a classic motorbike. These assets can be part of a lifestyle and an identity.
We are experienced in intelligently guiding our clients - whether it is on an acquisition, a sale or loan, restructuring ownership of an investment, wealth planning, lending against assets, administrating an estate or seeking advice on a dispute.
Inheritance and Wealth Transfer
We help our clients with estate planning. We guide them through the process of drawing up a will, advise on inheritance tax and offer contentious probate services. In particular, we advise clients who have inherited immovable property in the territory of Poland.
Divorce and Family
A family problem or relationship breakdown is seldom straightforward. Those with significant wealth or who lead lives in the public eye have an extra burden. Not only can problems be extremely draining both emotionally and financially, they also have the potential to damage careers and reputations.
Beyond offering a premier service for the full range of issues clients face during separation or divorce, we are also able to meet the needs they encounter in their wider personal and business lives. This includes reputation management, corporate and commercial advice and a wide variety of litigation issues.
We understand the complexity that wealth brings. As experts in wealth preservation and protection, we assist our clients and their families through all life stages, not just divorce.
Immigration
Due to its politically sensitive nature, immigration law is constantly developing, making it a challenging area for both businesses and individuals to negotiate. Our extensive range of immigration and nationality services are designed to assist corporate and private clients, as well as education providers, in making successful applications and ensuring ongoing compliance with the immigration law.
We use our years of experience and contacts within the Polish immigration authorities to resolve complex matters in an efficient and straightforward manner, particularly those involving unusual or urgent situations, immigration non-compliance and previous refusals.
We provide advice and assistance on the full range of Polish immigration issues which covers the work, study, family, entrepreneur, investment and settlement routes as well as Polish nationality, registration and passport applications. We represent clients who live abroad in the proceedings to confirm their Polish citizenship. If clients do not have sufficient documents confirming their Polish descent, our researchers know all the archives containing the records needed. Depending on the case and the place of birth, the research has to cover not only Poland in its current territory but also those parts of Poland which belonged to Poland before 1945 and today belong to Ukraine (Wołyn and Podole), Belarus (Polesie and Wileńszczyzna) or Lithuania.
Read more:
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Polish Certificate of Inheritance - what is it and how it can be obrained? (08/10/2024)
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Akt poświadczenia dziedziczenia - co to jest i w jakiej sytuacji może być sporządzony? (04/10/2024)
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Steps you should take to receive an inheritance in Poland (02/09/2024)
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Receiving an inheritance in Poland (12/08/2024)
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Pozbawienie prawa do zachowku w polskim prawie spodakowym (29/05/2024)
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Polish inheritance law and succession procedure (27/05/2024)
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Succession in Poland: what is the decision on the acquisition of inheritance and how to get it? (15/05/2024)
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Fundacja rodzinna jako zabezpieczenie sukcesji (27/03/2024)
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Fundacja w prawie polskim: kto i w jaki sposób ustanawia fundację? (14/11/2023)
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How long does it take in Poland to receive inheritance from a Will? (09/11/2023)
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How does the property inheritance work in Poland and what needs to be done to transfer the property? (22/11/2022)
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How to handle the inheritance of assets in Poland under the UK will or the US will? (13/09/2022)
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How to handle an inheritance in Poland (17/08/2022)
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How to execute documents in Poland? (08/07/2022)
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How to confirm the acquisition of inheritance in Poland (16/03/2022)
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Co to jest “przedsiębiorstwo w spadku“ i dlaczego warto przyjrzeć się tej regulacji? (06/09/2021)
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Sukcesja firmy rodzinnej - kto odziedziczy firmę? (12/04/2021)
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Why making a will is important in Poland (24/02/2021)
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How inheritance works in Poland (23/02/2021)
- How to get Polish citizenship (19/01/2021)
- Succession planning involves more than making a will (01/08/2019)
- How do I reclaim my property in Poland? Four ways to help you uncover your predecessors' confiscated property (05/07/2017)
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