Poland Family Foundation the answer to your concerns.
You don't know, How to protect your heirs?
Do you want to take advantage? from preferential taxation?
Do you want to secure funds? for the maintenance, treatment or education of your loved ones?
Do you want to protect your property? family from fragmentation and inheritance law regulations that do not meet your expectations?
Secure your wealth for generations.
Poland Family Foundation the answer to your concerns.
You don't know, How to protect your heirs?
Do you want to take advantage? from preferential taxation?
Do you want to secure funds? for the maintenance, treatment or education of your loved ones?
Do you want to protect your property? family from fragmentation and inheritance law regulations that do not meet your expectations?
Benefits of Establishing Family Foundation
- Protection of assets against fragmentation and unfulfilling provisions of inheritance law (e.g. compulsory portion).
- Freedom in shaping the principles of operation of the Family Foundation.
- Protection of family assets in the event of insolvency of the Founder and beneficiaries of the Family Foundation.
- Securing the well-being of the Founder's family in accordance with his will, by contributing assets to the Family Foundation and implementing a family succession scheme.
- Exemption from payment of personal income tax, all or part of the benefits paid to beneficiaries of the Family Foundation.
- Favorable tax regulations – the core business activity of Family Foundations is exempt from CIT income tax.
- Effective management of the foundation’s assets by bodies appointed for this purpose.
How can we Help you?
We will assess the purpose and needs of the Founder and Beneficiaries;
We will help define the goals of establishing and developing the Family Foundation;
We will prepare a Foundation Statute tailored to your needs;
We will guide you through the Family Foundation registration process;
We will point out the tax benefits of running a Family Foundation;
We will advise on the creation of a protocol for the protection of assets contributed to the Family Foundation;
We will assist in managing the assets in accordance with the Founder's will;
We will help develop the Family Foundation and increase family well-being.
About Us
PMR Restructurings SA is an entity that deals with solving problems of both private individuals and entrepreneurs. We help implement changes, adapting activities to market expectations, which allows avoiding a crisis.
We are also a leader in the restructuring industry. The experienced team of PMR Restrukturyzacje advisors is now at your Family's disposal. PMR Restrukturyzacje SA is an entity that supports its Clients in the intertwining fields of finance, business law, tax law, economics and investor relations. Our team also includes licensed restructuring advisors. At PMR Restrukturyzacje SA, we specialize in creating and managing Family Foundations that protect and multiply assets for generations. Our goal is to provide comprehensive solutions tailored to your individual needs and family values.
Every Family is Unique, that’s why we will help you create a Family Foundation from scratch, adapting its structure to your unique needs while ensuring maximum protection and stability.
We will help you create Family Foundation
from scratch, adapting its structure to your unique needs
Family Foundation - What does it give to founders?
The Foundation is to ensure that family businesses remain in the hands of families (or other persons specified by the Founders) without fear of their fragmentation or a drastic change in the adopted policy and business goals.
Who's Who at the Family Foundation
Founder – The Founder is the person who establishes the Family Foundation. This can only be a natural person who has full legal capacity. If the Family Foundation has more than one Founder, they exercise their rights and obligations jointly, unless the statute provides otherwise. Importantly, the rights and obligations of the Founder are inalienable, however, he may entrust the exercise of his rights to another person in the statute, at the same time defining its scope.
Beneficiary, i.e. a person benefiting from the establishment and operation of the Foundation by receiving benefits – or property in the event of dissolution of the Foundation, may be a natural person, e.g. the Founder together with members of his/her family who have been entered on the List of Beneficiaries of the Foundation.
Want to know more?
The Family Foundation Act entered into force on May 22, 2023. The Family Foundation is an institution that enables entrepreneurs running family businesses to function and develop in a multi-generational perspective. According to the statutory definition, the Family Foundation was established to accumulate property, as well as to manage it in the interests of the so-called Beneficiaries and to provide benefits to them.
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