Private client in Poland

Crido Legal

Crido Legal is well placed to advise private clients, bringing together expertise in corporate and commercial transactions and tax advisory services. In addition to business law advice, the group also handles succession and inheritance issues. The team is headed by Mateusz Baran, a commercial law specialist, who is supported by senior associates Marzena Lau and Katarzyna Żółcińska.

Practice head(s):

Mateusz Baran

Other key lawyers:

Marzena Lau; Katarzyna Żółcińska; Michał Klimowicz

Work highlights

  • Supporting an individual in various day-to-day legal matters related to his business in Poland.
  • Advising an individual on the expansion of businesses he co-owns to new European markets.
  • Supporting an individual with his new investments.

Domanski Zakrzewski Palinka

At Domanski Zakrzewski Palinka, the team advises private clients, their families and the companies they control on all aspects of their legal and tax issues, including in relation to family trust funds. The group has extensive experience advising on family businesses, and has recently been particularly active in relation to succession issues. Heading the team are Poznań-based company law and M&A specialist Piotr Andrzejczak; Warsaw-based tax adviser Joanna Wierzejska; and, also in Warsaw, Marek Świątkowski who specialises in M&A, commercial contracts and insolvency issues.

Practice head(s):

Piotr Andrzejczak; Joanna Wierzejska; Marek Świątkowski

Other key lawyers:

Grzegorz Sprawka; Jakub Wieszczeczyński; ; Damian Szczygielski

PATH Augustyniak, Hatylak i Wspólnicy sp.k.

PATH Augustyniak, Hatylak i Wspólnicy sp.k. is a boutique private client firm totally geared towards handling the entirety of matters for high-net-worth individuals and their businesses. The group handles corporate transactions, trust and estate issues, wealth management and tax projects. Jointly leading the team are co-founding partners Piotr Augustyniak, a private wealth law expert, taxation and benefits specialist Tomasz Hatylak and distinguished corporate lawyer Dominika Mizielińska Senior associate Kinga Romanovska is instructed on tax, commercial and company law matters. One of the first private client firms dedicated to servicing Polish entrepreneurs, the group benefits from a satellite office in Geneva, augmenting the trust practice.

Practice head(s):

Piotr Augustyniak; Tomasz Hatylak; Dominika Mizielińska

Other key lawyers:

Kinga Romanovska; Dawid Widzyk

Testimonials

‘The only law firm in Poland truly focused on private clients. They know the needs of private clients, they are able to organize the best international support anywhere in the world. The team consists of senior lawyers, who are capable to work on a daily basis, so I do not need to wait for partners only when I need quick advice.’

‘Piotr Augustyniak is a true leader and open minded, solutions looking lawyer. He always tries to understand not only today, but also tomorrow and the future ahead. Dedicated to solve the problem, focused on results and always taking care on the safety. The real “guardian angel” in complicated and complex times. His international reputation is unquestionable. He is well known and well recognized which allows him to speak easily to the best lawyers, bankers and service providers anywhere.’

‘It is exceptional in Poland.’

‘Senior associate Dawid Widzyk is focused on details where working with service providers enabling them to get the best possible outcome.’

‘This is the one and only truly private wealth law team which is able to work internationally. Open minded, hard working, responsive. All the team members are experienced enough to work independently which makes the outcome great and bills reasonable. No typical pyramid where usually associates do the job, seniors are reviewing and partners are responding. I like this way of doing business which is still not usual.’

‘Piotr Augustyniak – a real star. Focused on the details, able to point out all the important factors in complicated cross-border matters. His international experience is stunning. Wherever we mention his name, we see real appreciation. Best in the class.’

‘Path law is our go to firm in Warsaw for all things legal. A most professional and progressive firm that has led the development in private law practice and cross-border tax advice for Polish nationals. ’

‘Wonderful team with prominent partners who are very hands on, and highly reactive to client and market needs and development.’

‘Piotr Augustyniak and Tomasz Hatylak are highly effective and engaging individuals with solid technical skills for our private client needs. They are supported by a strong team that I have had the pleasure of working with including Dawid Widzyk, senior associate and Kinga Romanovska of counsel and advocate’

‘Flexible’

‘Outstanding capabilities in the area of international tax and trusts and estates.’

‘Tomas Hatylak and Piotr Augustyniak- Highly experienced and well-connected trust and estates practitioners with extraordinary legal abilities and creative vision when it comes to solving complex tax and estate planning issues for high-net worth individuals.

Dawid Widzyk – Remarkably talented associate with in-depth experience in complex international tax and estate planning matters involving highly sophisticated clients.

‘PATH are highly professional, available and they have a very deep and solid knowledge of all legal matters connected with private clients and their respective structuring, mainly regarding tax.’

‘Problem solving attitude.’

‘The practice has a very personal touch combined with highest professionalism, knowledge and experience. In addition the communication and service is provided swiftly and always accurate.’

‘In particular the two founding partners have a very strong client focus and look beyond the pure legals.’

‘Small boutique tax firm with great expertise on complicated tax matters and great level of client care’

‘They are very efficient and they are always ready to assist the client’

‘Great team, great connections, nice people.’

SSW Pragmatic Solutions

SSW Pragmatic Solutions has a particular focus on Polish entrepreneurs, advising them, their families and investors, on the tax and legal aspects of their operations in Poland. The group has experience in estate planning and business succession, as well as family law issues and litigation. Jointly leading the team, Patrycja Goździowska and Tomasz Wickel are the key contacts for tax-related work. Paweł Chyb is the name to note for corporate transactions and company law matters.

Practice head(s):

Patrycja Goździowska; Tomasz Wickel

Other key lawyers:

Paweł Chyb; Beata Krokos

Testimonials

‘Able to multitask’

‘The have confidence, availability, are quick at meeting deadlines; a multitasking team, value for money’

‘One of the strongest teams in Poland. Comparing to other firms they are very responsive. I really appreciate work with them.’

Key clients

Founders of Custom sp. z o.o.

 

Value RE

Agregaty Fogo

Senior Partners of Innova Investments LLC

Pictet Wealth Management

Work highlights

  • Advised Polish individuals, owners of Masterchem on the sale of Masterchem business to the Logoplaste Group, a producer of rigid plastic containers, as well as on the subsequent investment in the Logoplaste Group.
  • Advised owners (Polish and UK individuals) of Aidem Media group (currently operating as Boombit Group), a leading Polish developer and publisher of mobile games with subsidiaries in Poland, US and UK on complex pre-IPO cross-border restructuring.
  • In conjunction with the firm’s tax advisers, assisted a client with devising an effective structure for new business activity post transaction with a view to increasing the tax efficiency of the group’s ongoing operating activities and providing an optimal reinvestment mechanism for profits generated from such activities, so as to facilitate the financing of new projects.

Wardynski & Partners

Wardynski & Partners' private client group is praised for its 'intelligence, courtesy, flexibility and brilliant communication skills', providing a full service to individuals and their businesses, and able to draw on the firm's strong tax practice. The group has also developed a restitution practice. The team is co-led by tax adviser Dariusz Wasylkowski; managing partner and real estate expert Stefan Jacyno; and Krakow-based Paweł Mazur who is a dispute resolution expert involved in investor litigation and inheritance disputes. Krzysztof Wiktor is also noted.

Practice head(s):

Dariusz Wasylkowski; Paweł Mazur; Stefan Jacyno

Other key lawyers:

Krzysztof Wiktor; Michał Nowacki; Anna Olejniczak-Michalska

Testimonials

‘Excellent team work.’

‘Intelligence, courtesy, flexibility, brilliant communication skills, and above all excellent efficiency’

‘Very good knowledge of law and administrative regulations. Brilliant administrative and documentary research.’

‘Strong knowledge of English language and common law legal systems in a civil law Polish environment.’

‘Fantastic experience backed with profound knowledge. Well diversified team.’

‘I have never met anybody comparable to Dariusz Wasylkowski. His experience, education, multilingual skills cannot be overestimated.’

Work highlights

  • Advising a group of ultra-high-net-worth individuals in a multijurisdictional transfer of a portfolio of assets worth over PLN1bn.
  • Secured the restitution of real estate properties in Poland worth PLN30m for the heirs of a well-established Warsaw family and coordinated the distribution of the assets to them across multiple jurisdictions.
  • Assisted a high-net-worth individual, and member of a Polish aristocratic family, in the sale of the family’s heritage properties, which included a historic palace and park in central Poland.

Wozniak Legal

Wozniak Legal advises private clients on a range of issues, including family and inheritance, charity law, defamation, immigration law and the restitution of property. Clients include a mix of high-net-worth individuals and their families, estates, trusts and charities, based in Poland and abroad. Founding partner Grzegorz Woźniak heads the team, with expertise in the business operations and transactions of Polish and foreign enterprises. Grzegorz Dudek is another key member of the team and is developing a reputation in the not-for-profit sector; he is also handling a variety of restitution claims.

Practice head(s):

Grzegorz Woźniak

Other key lawyers:

Grzegorz Dudek; Krystyna Siwicka; Filip Kowalczyk

Testimonials

‘The team at Wozniak Legal, headed up by Grzegorz Wozniak have been extremely efficient, professional and competent. With our case they have been handling everything in English and this has never been a problem for any member of the team. They are flexible when they have needed to be with their working hours due to the difference in time zones. ’

‘With what has been an involved and complicated situation Wozniak Legal have dealt with everything that has come their way with nothing less than complete confidence and competence. We have felt as though our case has received the very best professional legal advice. ’

‘Clients get the best of both worlds – the quality of an international law firm and the sound knowledge of the Polish market and clients’

‘Grzegorz Woźniak is an excellent professional who is focused on strategy. His considerable influence, his experience, his knowledge, and his swiftness in understanding relevant information and visualising new perspectives are his biggest qualities.

Filip Kowalczyk is an excellent lawyer with vast strategic knowledge in relation to financial litigation. He remains clear in his advice and always stays calm in stressful situations and has great capacity when it comes to analysing alternatives and their possible outcomes. The whole team is very knowledgeable and always available to check on my case.’

Key clients

DKMS Group

Work highlights

  • Advised DKMS Group on sensitive matters concerning its Polish operations and worldwide mission and expansion.
  • Advised an individual, as a company’s former director, on his personal liability for the company’s debts.
  • Acted for an individual in an inheritance case and collection of the Polish assets in Poland.

Clifford Chance

Clifford Chance's private client work arises from the firm's high-end corporate department. Lawyers are often called upon to advise individuals and individual shareholders on their investments and disputes in Poland, able to draw on the firm's international office network for cross-border matters. The group is led by managing partner Agnieszka JanickaBartosz Krużewski handles private client litigation and arbitration.

Practice head(s):

Agnieszka Janicka

Other key lawyers:

Bartosz Krużewski; Marcin Ciemiński

Work highlights

  • Representing a private client and former owner of a majority stake in a publicly listed construction company in a post-transactional corporate dispute.
  • Advising the founders and the minority stockholders of Work Service S.A. in relation to the redemption of bonds issued by Work Service S.A. and the sale of shares in Work Service S.A. held by them.
  • Advising the shareholders of American Heart of Poland in relation to ongoing corporate matters, including on a potential exit.

DLA Piper

Bringing together a multi-departmental team, DLA Piper's private client practice includes expertise in dispute resolution, corporate transactions, tax, real estate and employment issues, providing a full service to management executives and entrepreneurs with businesses in Poland. Tomasz Rudyk represents individuals in white-collar criminal situations and employment lawyer Agnieszka Filipiak-Lechman is noted for employment disputes.

Other key lawyers:

Ewa Kurowska-Tober; Krzysztof Kycia; Agnieszka Lechman-Filipiak; Bartosz Matusik; Michał Pietuszko; Tomasz Rudyk

Testimonials

Strong team members focusing on high-level consulting and business support.’

A high degree of professionalism, which is essential for reliable qualitative results.

Kieltyka Gladkowski KG Legal

Kieltyka Gladkowski KG Legal has a well-developed private client practice, assisting clients with the coordination of their business affairs in Poland, wealth management, succession planning, as well as trust and tax optimisation issues. The team also handles private client disputes and estate administration matters. Co-heading the group are founding partners Małgorzata Kiełtyka, who is based in Kraków, and Warsaw's Jakub Gładkowski.

Practice head(s):

Jakub Gładkowski; Małgorzata Kiełtyka

Testimonials

They are always available to help with a friendly attitude.’

Efficient and timely response in assistance despite the firm acting from abroad.

The practice is very competent , diligent and communicates very clearly.’

Very fast, very professional and absolutely trustworthy.’

Both Malgorzata and Jakub are brilliant lawyers; positive approach and very professional.’

Work highlights

  • Prepared a detailed report and acted as expert witness in the case of a Polish national awarded substantial compensation due to a catastrophic injury, with a focus on issues related to the Polish Court of Protection, incapacitation and the management of the assets of the incapacitated adult.
  • Assisted a client in estate planning in the form of entrusting parts of the assets to the next generation in the form of a spin-off business with tax optimisation.
  • Acting for a foreign government in pursuing family litigation in Poland based on the Hague Convention provisions (civil aspects of international child abduction), Polish guardianship law and civil law.

RKKW – Kwasnicki, Wrobel & Partners

RKKW – Kwasnicki, Wrobel & Partners has a strong private client focus, both advising on transactions and representing individuals in disputes. Private wealth management is a core area of expertise, as are inheritance and family law. Co-leading the team are co-founding partner Radosław Kwaśnicki, a transactional lawyer focusing on high-net-worth individuals, and counsel Karol Szymański, who has experience in M&A and restructurings. For litigation, Jarosław Szewczyk is the name to note.

Practice head(s):

Radosław Kwaśnicki; Karol Szymański

Other key lawyers:

Aneta Pankowska; Jaroslaw Szewczyk; Piotr Letolc; Marcin Jasiński

Soltysinski Kawecki & Szlezak

Soltysinski Kawecki & Szlezak's private client team is characterised by its 'sophisticated understanding of typical issues for families and their needs'; advising on tax, family and inheritance law, and business succession issues. The group also advises on asset management and investment issues. Leading the team is tax expert Sławomir Łuczak, whose practice extends to private foundations and family law. Senior counsel Anna Kratiuk is experienced in private client-related corporate transactions.

Practice head(s):

Sławomir Łuczak

Other key lawyers:

Anna Kratiuk; Karolina Gotfryd

Testimonials

‘They have a great client base with a very sophisticated understanding of typical issues for families and their needs.’

‘Sławomir Łuczak provides a very hands on approach with a valuable and knowledgeable team around him’

‘SK&S is one of my preferred legal and tax advisors supporting me regularly. They are reliable, responsive, open-minded and always looking for the best solution for the client. They also have excellent understanding of the legal and tax system. They understand my business and private ventures and always advise in line with the best possible perspective. The solutions they propose are clearly communicated and tailor-made. I am provided with 2-3 alternatives with recommendations for which of them should suit me and my business the best.’

‘I work regularly with Sławomir Łuczak who provides a very high standard of legal advice supported by excellent understanding of my needs. He is always proactive and open to searching for new and most effective solutions.Mr Łuczak is supported by very intelligent and hardworking young lawyer Karolina Gotfryd. ’

‘SK&S is able to deal with complex international tax matters with respect to high-net-worth-individuals and meet at the same time the technical and operational requirements of the client.’

‘Slawomir Lucszak is extremely professional and reactive and has a deep understanding of his high-net-worth individual clients’ needs.’

‘I have worked with SK&S lawyers for several years now on various complex tax matters. They are responsive and always looking for the best solution for the client.’

‘My main contact in tax matters is Slawomir Luczak. He is extremely knowledgeable and a great pleasure to work with.’

Work highlights

  • Advised a wealthy Polish family on succession issues.
  • Advised a Polish investor on the establishment of a holding structure including businesses in various jurisdictions
  • Advised a Polish family on restructuring its business by spinning off the production and distribution businesses to separate legal entities.