Private client in Poland
Crido Legal provides a full service to private individuals, with a strong focus on private wealth management, supported by a dedicated tax department. The group handles transactional and advisory work for Polish entrepreneurs, including on day-to-day matters. Under the leadership of Mateusz Baran, the group's sector expertise spans real estate and construction, banking and finance, energy and natural resources. Senior associates Katarzyna Żółcińska and Marzena Lau are recommended for investment fund and restructuring issues respectively.
‘Focused and dedicated.‘
‘The team is very professional.‘
Domanski Zakrzewski Palinka is able to provide legal and tax advice to private clients in relation to family issues, as well as businesses, private organisations and trust funds. The team is often instructed on tax-driven restructuring projects, as well as M&A transactions involving family businesses. The department is jointly headed by M&A specialist Piotr Andrzejczak, Joanna Wierzejska, who is an expert in tax, and Marek Swiatkowski, who has substantial experience of assisting private entities with company sales and restructuring projects.
Piotr Andrzejczak; Joanna Wierzejska; Marek Świątkowski
‘Highly competent lawyers and a quick response-rate.’
‘A very experienced, diversified team, that puts a focus on customers needs.‘
‘Always up-to-date with changes in legal and tax regulations.‘
- Advises the Bać family, owners of a controlling stake in Bać-Pol, on the sale of its shares to three private equity funds and a private investor.
- Acting for the Wojtaszek family on matters related to its business, Wod-Bud.
- Assisted the Domin family, owners of Mardi, with a number of matters, including the sale of businesses, acquisition of assets, restructuring and the formation of a joint venture.
Private client boutique PATH Augustyniak, Hatylak i Wspólnicy sp.k. assists entrepreneurs, high-net-worth individuals and their families with the spectrum of tax issues, trusts, wealth management, family relocations and asset structuring. The group is often instructed on cross-border matters, including out-bound transactions, drawing on expertise of anti-money laundering regulations, Common Reporting Standard, and Foreign Account Tax Compliance Act compliance. Piotr Augustyniak has substantial experience of setting up trusts and private foundations in Poland. Tax specialist Tomasz Hatylak advises on change of tax status and residence, family inheritance planning and banking relationships. Dominika Mizielińska has expertise in investment structuring, incorporations, stock and asset acquisitions, company and group restructurings, as well as the formation of joint ventures.
Piotr Augustyniak; Tomasz Hatylak; Dominika Mizielińska
‘Great team, partners are very much hands on, and highly reactive.‘
‘Tomasz Hatylak has solid technical skills and knows how to switfly reach the essential points.‘
‘Tomasz Hatylak is a very understanding person. He has a lot of empathy vis-a-vis his clients and their needs and always aims at accomplishing the best possible outcome.‘
Wardynski & Partners
In the tax sphere, the team at Wardynski & Partners advises wealthy individuals and their families a wide variety of Polish and international tax matters. It is also well versed in private law, family and inheritance law, as well as advising on business issues. Key areas of expertise include multi-jurisdictional tax compliance, citizenship and residency changes, and reorganisations of foreign structures and the associated reporting obligation. The group also handles litigation, including in relation to re-privatisation, and company disputes. Dariusz Wasylkowski coordinates the private client team, and has extensive litigation experience. Managing partner Stefan Jacyno handles private client real estate transactions and Krzysztof Wiktor has developed a niche in the re-privatisation of nationalised real estate in Poland.
Dariusz Wasylkowski; Stefan Jacyno; Krzysztof Wiktor
‘My cooperation with Wardyński &Partners is based on trust and excellent quality.‘
‘Krzysztof Wiktor has exceptional industry knowledge and experience in multiple cases in Warsaw and other cities in Poland.‘
‘Deadlines are always met and I receive regular updates on the state of matters.‘
- Assisted with a cross-border private wealth restructuring and change of tax residency.
- Cross-border inheritance of a British aristocrat’s legacy, involving offshore bonds
- Advised a family on wealth reorganisation and exit tax considerations.
GWW has a team dedicated to advising high-net-worth individuals on the spectrum of tax and legal advisory issues, and particular expertise in estate and wealth planning for domestic and foreign families. The group handles family and inheritance law disputes, as well as tax planning and reorganisations of family businesses. It has also developed a niche in advising Jewish individuals with Polish roots on obtaining Polish citizenship. Practice head Aldona Leszczyńska has a focus on family business issues and succession planning.
‘Ability to reach out to contacts abroad for guidance regarding international and cross-border tax and legal issues. Excellent knowledge of domestic issues.‘
‘Very responsive and helpful, Tomasz Krzywanski handled a major reorganisation programme and it’s been successfully delivered.‘
‘The firm as a whole is very professional, versatile and lawyers are looking for any possibility to support us.‘
KG Legal Kieltyka Gladkowski is focused on cross-border and multi-jurisdictional private client matters, with a strength in international family and guardianship law, real estate, immigration, wealth planning and tax. Founding partners Kazimierz Jakub Gładkowski and Małgorzata Kiełtyka are the names to note.
Kazimierz Jakub Gładkowski
‘Fast response to any legal or administrative issues raised during the conduct of the case. Co-operation within the team to deal with the issues fast and most importantly efficiently. Confidence that any enquiries and questions will be responded to fully and professionally.‘
‘Willingness to go beyond normal call of duty; being available and keen to get involved even in the most complex and unusual matters. Always very friendly and full of courtesy. Providing legal solutions to the problems where others could not see the way out.‘
‘Honest, understanding, hardworking, diligent respectful, resourceful.‘
The core areas for Soltysinski Kawecki & Szlezak's team are tax advice and planning, family and inheritance law, and business succession matters, where it acts for a range of Polish and foreign individuals with business interests in Poland. The department is led by international tax specialist Sławomir Łuczak.
SSW Pragmatic Solutions
The client roster at SSW Pragmatic Solutions consists of high-net-worth individuals, families and entrepreneurs, which the group advises on their business activity in Poland, providing strong ancillary tax advisory services, as well as strength in succession planning. It also draws on the firm's wider expertise to provide private clients with data management advice. Tax specialists Patrycja Goździowska and Tomasz Wickel jointly lead the team.
Patrycja Goździowska; Tomasz Wickel
‘They are extremely responsive and deliver tailor-made solutions. We really like working with them.‘
‘Professional, to-the-point, and responsive to inquiries or changes.‘
‘Knowledgeable and trustworthy. They deliver quickly on their declarations.‘
Founders of Custom
Elwira and Roman Stanisławscy
Senior Partners of Innova Investments LLC
Pictet Wealth Management
- Advised Unirest Group on a tax restructuring project for a new business.
- Acted for AMiZG Invest on the sale of a majority package of shares in Mlekoma to Saudia Dairy & Foodstuff Company.
- Assisted Aidem Media Group with cross-border pre-IPO restructuring, creating a new ownership structure.
Managing partner Grzegorz Wozniak heads the team at private client boutique Wozniak Legal, which advises high-net-worth individuals and their families on matters relating to estates, trusts and charities. It also represents individuals seeking restitution from the state for losses suffered under Communism.