Family Foundations

A family foundation is an effective tool for succession planning and is also an attractive investment form due to its tax benefits. We will help you determine whether establishing a family foundation is beneficial and advisable for you and your loved ones. Based on our experience, we will point out the optimal ways to proceed and assist you in effectively organizing your private and professional finances. Our support also includes accounting and tax services for family foundations, managing income generated by the foundation, and assistance in dealings with tax authorities, including support during tax audits.

What we do?

Assess the purpose of establishing the foundation

Evaluate whether a family foundation is the optimal solution for your situation.

Structure the assets

Design the optimal legal and tax structure of the foundation.

Prepare documentation

Draft the foundation’s statutes, regulations, and management agreements.

Guide through the registration process

Comprehensively handle the foundation’s establishment procedure in the National Court Register (KRS).

Analyze tax benefits

Plan a structure that minimizes tax burdens for all parties involved.

Ongoing management