Succession planning

We have created a team of experts to help with planning and executing generational transitions in family businesses. Our mulitdisciplinary approach enables us to propose the most optimal solutions from both a legal and commercial perspective.

We design efficient strategies to distribute assets forming part of the succession estate among the heirs. We advise on reorganizing the assets allocated to heirs and on restructuring assets to ensure succession. In doing so, we advise on how best to use various legal constructions, including foreign and Polish family foundations and trusts.

You can read more about family foundations here: Family Foundation

How can we help?

Planning, preparing and implementing solutions to manage assets and establish mechanisms for transferring assets to designated successors;
Advising on the best use of Polish law instruments (e.g. wills, family foundations) and institutions from foreign jurisdictions (e.g. private foundations);
Preparing plans to comprehensively regulate future estate management and succession, taking account of the specificities of your family, business and property;
Advising on operating within complex capital structures involving foreign entities, investment funds, etc.;
Considering different succession scenarios, including multi-stage succession or conditional succession.

Awards

In the Chambers and Partners High Net Worth 2024 guide SSW is ranked as Band 1 in Private Wealth Law category. Patrycja Goździowska and Tomasz Wickel were recommended individually.
“(…) a highly sought-after firm for private clients in Poland. The firm fuses tax and succession planning expertise to service clients domestically and across Central and Eastern Europe.”
“I think SSW deliver a very good quality of work in tax and private client issues.”
Chambers and Partners High Net Worth 2023 recommended SSW in Private Wealth Law (Band 1) category.
Legal 500 EMEA 2023 recommended SSW in 16 categories: Banking and Finance (Tier 3), Capital Markets (Tier 2), Commercial, Corporate and M&A (Tier 3),Construction (Tier 2), Data Privacy and Data Protection (Tier 3), Dispute Resolution (Tier 3), Energy and Natural Resources (Tier 2), Intellectual Property (Firms to Watch), Investment Funds (Tier 2), Private Client (Tier 1), Private Equity (Tier 2), Public Procurement (Tier 3), Real Estate (Tier 3), Restructuring and Insolvency (Tier 3), Tax (Tier 3), TMT (Firms to Watch).
Chambers and Partners High Net Worth 2022 recommended SSW in Private Wealth Law (Band 2) category.
Legal 500 EMEA 2022 recommended SSW in 15 categories: Banking and Finance (Tier 4), Capital Markets (Tier 3), Commercial, Corporate and M&A (Tier 4),Construction (Tier 3), Data Privacy and Data Protection (Tier 3), Dispute Resolution (Tier 4), Energy and Natural Resources (Tier 2), Intellectual Property (Firms to Watch), Investment Funds (Tier 2), Private Client (Tier 1), Private Equity (Tier 3), Real Estate (Tier 3), Restructuring and Insolvency (Tier 3), Tax (Tier 3), TMT (Firms to Watch).
Chambers and Partners High Net Worth 2021 recommended SSW in Private Wealth Law (Band 2) category.
Legal 500 EMEA 2021 recommended SSW in 13 categories: Banking and Finance (Tier 4), Capital Markets (Tier 3), Commercial, Corporate and M&A (Tier 4), Construction (Tier 3), Data Privacy and Data Protection (Tier 3), Dispute Resolution (Tier 4), Energy and Natural Resources (Tier 2), Investment Funds (Tier 2), Private Client (Tier 1), Private Equity (Tier 3), Real Estate (Tier 3), Restructuring and Insolvency (Tier 3), Tax (Tier 3).
Chambers and Partners High Net Worth 2020 recommended SSW in Private Wealth Law (Band 2) category.
Legal 500 EMEA 2020 recommended SSW in 13 categories: Banking and Finance (Tier 5), Capital Markets (Tier 3), Commercial, Corporate and M&A (Tier 4), Construction (Tier 3), Data Privacy and Data Protection (Tier 3), Dispute Resolution (Tier 4), Energy and Natural Resources (Tier 3), Investment Funds (Tier 3), Private Client (Tier 2), Private Equity (Tier 4), Real Estate (Tier 3), Restructuring and Insolvency (Tier 3), Tax (Tier 3).
Chambers and Partners High Net Worth 2019 recommended SSW in Private Wealth Law (Band 2) category.
Legal 500 EMEA 2019 recommended SSW in 10 categories: Banking and Finance (Tier 5), Capital Markets (Tier 4), Commercial, Corporate and M&A (Tier 4), Dispute Resolution (Tier 5), Energy and Natural Resources (Tier 3), Investment Funds (Tier 3), Private Client (Tier 2), Private Equity (Tier 4), Real Estate (Tier 3), Tax (Tier 3).
Chambers and Partners High Net Worth 2018 recommended SSW in Private Wealth Law (Band 2) category.

New info 19.07.2024

Our experts

Wojciech Szczepaniak Partner

Patrycja Goździowska Partner, Co-Head of Tax

Tomasz Wickel Partner

Related services

Family foundations