AmCham Meeting on “Family Foundation in Poland – Tax and Legal Aspects”, February 8, 3 p.m.

Start: 2024-02-08 15:00
End: 2024-02-08 17:00
AmCham Poland Office
ul. Twarda 18

On February 8, 2024, organised a meeting on “Family Foundation in Poland – Tax and Legal Aspects.” The topic is extremely important as the family foundation offers a unique opportunity for individuals and families to secure their financial legacy and streamline the transition of wealth across generations.

Our speakers were: Malgorzata Brauckmann-Sajkiewicz, Counsel (Tax/Corporate/Private Clients), CMS Cameron McKenna Nabarro Olswang Pośniak i Bejm; Łukasz Koc, Tax Manager, ASB Group | Poland; and Marek Matysiak, Senior Associate, DeBenedetti Majewski Szcześniak Law Firm, who provided invaluable informations regarding the institution of the Polish family foundation under the moderation of C. David DeBenedetti, AmCham Board Member.

With our guests, we discussed the main benefits of family foundations, tax issues related to family foundations and their establishment, legal nuances, and a comparative analysis with insights into the transactions and tax planning with family foundation in Austria/Germany, where the practice has been ingrained for a substantial period.

Thank you to all the participants of this meeting.