A family foundation is a solution introduced into the Polish legal system by the Act of January 26, 2023, on Family Foundations. Its provisions regulate the organization and functioning of family foundations, including the rights and obligations of the founder and beneficiaries.

Discover the Advantages of Family Foundations

  • Consolidated Assets: A family foundation allows the accumulation of assets within a single legal entity, separating them from the individual decisions of specific beneficiaries.
  • Founder’s Control: The founder retains significant influence over the future of the accumulated funds by defining the rules for distributing benefits, which can apply for generations.
  • Tax Optimization: A family foundation serves as an efficient tax mechanism, enabling tax deferral or reduction in certain cases.
  • Shared Management: Beneficiaries from subsequent generations participate in decision-making through the supervisory board and the beneficiaries’ assembly. This approach combines centralized management with the inclusion of diverse family perspectives.
  • Benefits in Business Sale: A family foundation provides an attractive legal framework for selling a company without incurring personal income tax (PIT) and solidarity levy obligations.

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For Family Foundations, We Provide Comprehensive Support Including:

  • Maintaining full accounting in compliance with Polish legal regulations,
  • Preparing financial statements and statutory reports,
  • Preparing tax declarations,
  • Implementing electronic document workflows,
  • Ongoing HR and payroll support for employees,
  • Consulting in the area of HR and payroll,
  • Continuous support from a dedicated accounting team leader.

Any questions?
Feel free to contact us

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Tel: 71 793 72 82
Tel. 501 805 807
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