Pillar 01 · Business, family and assets
Putting ownership, responsibility and the future of the business in order
In a family business, business decisions are often closely linked to the situation of the owners, family members and the assets accumulated. I help create solutions that take these dependencies into account and help prepare the business for its next stages of development.
Family business succession
I help owners prepare the transfer of ownership, responsibility and influence over the business.
Succession does not have to mean the founder stepping back all at once or the business automatically passing to the children. It can be a process spread over stages, including preparing successors, changing the rules of management and gradually handing over specific responsibilities.
Cooperation may include:
- 01identifying the expectations of owners and successors
- 02analysing possible legal and tax models of succession
- 03a plan for transferring ownership and management using appropriate legal solutions
- 04preparing solutions in case of the owner's sudden absence
- 05adjusting company articles and rules of representation
- 06assessing the legal and tax consequences
- 07setting the order in which the steps are implemented
Family foundation
I support owners who are considering using a family foundation to accumulate assets, maintain continuity of ownership and organise benefits for beneficiaries.
I treat a family foundation as one of the available tools, not as a solution suitable for every business and every family.
Cooperation may include:
- 01assessing whether a foundation matches the owners' goals
- 02analysing the assets that could be contributed to it
- 03comparing a foundation with other succession models
- 04designing the rules under which the foundation operates
- 05preparing the statute and other documents
- 06defining the roles of the founder, the governing bodies and the beneficiaries
- 07analysing the tax consequences
- 08support after the foundation is set up, including in its day-to-day operation
Asset planning and protection
I help put in order the relationships between business, owner and family assets.
The aim is not only to protect assets against a single risk. It is also about creating a legal structure that is understandable, manageable and consistent with the owners' long-term plans.
The scope of support may include:
- 01identifying links between private and business assets
- 02putting in order the ownership of shares, real estate and other assets
- 03analysing the owners' liability
- 04planning the transfer of assets and choosing the legal instruments for it
- 05coordinating legal and tax aspects
- 06preparing solutions in case of unforeseen events
Family governance and rules of cooperation
I support business families in setting rules on ownership, management and the involvement of family members in the business.
Clear rules do not eliminate all differences, but they help separate family matters from business decisions and reduce uncertainty about the roles of individual people.
The scope of cooperation may include:
- 01setting rules for family members joining the business
- 02defining the roles of active and non-active owners
- 03rules on remuneration, promotion and entrusting responsibility
- 04rules for making the most important decisions
- 05a policy on profit distributions and reinvestment
- 06rules for disposing of shares
- 07preparing shareholders' agreements or family documents
- 08mechanisms for resolving differences and disputes
Preparing successors and owners for change
Even a well-prepared legal solution cannot replace a conversation about new roles, responsibilities and expectations.
I help put in order the legal and ownership aspects of the next generation joining the business, as well as the gradual reduction of the current owners' involvement.
Cooperation may include:
- 01defining the future roles of successors
- 02setting the scope of responsibilities being handed over
- 03preparing rules for participation in company bodies
- 04separating ownership from management
- 05setting the stages of the change
- 06preparing the owners for a new model of supervision over the business
- 07working with other specialists supporting the succession process
You do not need to choose a specific service in advance. It is enough to briefly describe the situation, the decision or the kind of support you need.