Family companies are a driving force of economic growth in almost all countries. Younger family generations can innovate faster than competitors.
In family companies, it is crucial to maintain balance between achieving business goals and maintaining family values. Globally, only one in three family companies successfully implements a succession plan that ensures the younger generation acquires control with as few problems or risks as possible.
· Ensuring a continuous supply of motivated and qualified employees who bring new ideas to the company;
· Engaging in the individual development of employees;
· Ensuring the company’s long-term continuity and success;
· Satisfying commercial goals without losing the company’s vision and its specific family character.
Designing a succession strategy to restructure and divide the inheritance assets (valued at over PLN 2 billion) of a deceased Polish entrepreneur between the heirs to ensure the maximum cost-efficiency;
Implementing an inheritance involving assets (inc. real properties, portfolio investments, shares and stocks in overseas companies) valued at over PLN 550 million, while also reorganising the assets of certain heirs;
Implementing a tax-optimal solution for a revocable trust located on the Isle of Man.