MFW Fiałek offers comprehensive advisory services related to establishing and operating of a Family Foundation. Our practice in this area encompasses a wide range of activities aimed at ensuring legal optimisation throughout creating and operating a Family Foundation.
Our lawyers provide support at every stage of establishing a Family Foundation, including:
- reviewing the ownership-equity structure of the Company (a group of companies) to carry out the reorganisation with the participation of the Family Foundation;
- determining the legal and tax effects (in cooperation with a firm of tax advisors) of the reorganisation the Company (a group of companies) using the Family Foundation;
- drafting the documents necessary to establish a Family Foundation with the prior analysis of the legal and business needs of the future founders and beneficiaries of the Family Foundation;
- proceeding with the establishment of the Family Foundation before the registration court;
- drafting the documents concerning the transfer of the title to the shares or other assets to the Family Foundation and its completion;
- drafting the additional transaction documents taking into account the specific nature of the sale/purchase of the shares by the Family Foundation (if the scope of our services includes transactional advice).
Once the Family Foundation is established, we also offer support as regards its operation, providing comprehensive legal services. Our services include assistance in implementing the corporate mechanisms for the operation of the Family Foundation and coordinating support in the area of accounting-bookkeeping services tailored to the individual needs of our clients.
