Family-owned businesses and succession

Family-owned businesses play a leading role in the Polish economy, the European Union as well as in other economies worldwide. According to estimates, such firms constitute 60% of all active enterprises within the European Union. This group of entities is mostly made up of small and medium-sized enterprises.However, few still remember that family-owned businesses also include companies such as Ikea, BMW, Carrefour, Cargil as well as Mokate and Fakro on the Polish side.

Family-owned firms demonstrate natural commitment to values, which in modern businesses are built by a host of managers and consultants. Family relationships can be a source of ethical activity, sensitivity to another person’s needs, teamworking skills, thought leadership and, above all, a sense of community and loyalty.

Advisory services for family-owned businesses require individual solutions. Our long-term cooperation with such entrepreneurs has made us aware of the importance that they attach to tax security and optimal solutions aligned to their business strategies. Our deliverables for family-owned firms include safe and, simultaneously, optimal solutions facilitating their success on this competitive market.We provide support in wealth management – both private and family-owned – and estate planning.We coordinate liaisons with investment banks and administrators of companies established in foreign jurisdictions, in which assets are invested.

Within our practice, we also advise on tax optimal and safe scenarios of handing the business over to the younger generation, at the same time ensuring the firm’s stability and long-term development.

Andrzej Paczuski

Andrzej Paczuski
andrzej.paczuski@ptpodatki.pl
(22) 205 22 06
+48 510 051 712

Andrzej Taudul

Andrzej Taudul
andrzej.taudul@ptpodatki.pl
(22) 205 22 12
+48 502 184 839

Patrycja Lutak

Patrycja Lutak
patrycja.lutak@ptpodatki.pl
(22) 205 22 03
+48 519 898 310

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