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+48 780 151 246
Private Client & Private Equity is a comprehensive service designed for entrepreneurs and their families who wish to organize their family and financial affairs with a view to ensuring long-term security. It is based on long-term cooperation and a personalized approach to each client’s needs, taking into account both their family and financial circumstances.
Our Private Client & Private Equity service focuses on the professional management of family and estate matters, ensuring the long-term legal and tax stability of decisions while taking into account the evolving market environment. We support families in difficult situations, as well as in succession planning, creating lasting family structures, and protecting family heritage. We take a comprehensive approach, combining legal, tax, and organizational aspects to ensure that every decision is informed, secure, and in the family’s best interest.
Our advisory services include legal and tax support for entrepreneurs and their families in transactional processes—whether acting as a seller or buyer of real estate, a company, or a business, as well as in the role of a partner. We support individuals and their investment vehicles in the investment process, whether as business angels or private equity investors.
We advise on structuring relationships between partners by drafting partnership agreements and investment agreements. In the event of disputes within the family or between partners, we assist in reaching agreements or settlements that regulate relationships and mutual obligations.
