Newsletter SSW
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PL / EN / DE / FR

PL / EN / DE / FR

Private clients and investors

For years, the team of SSW tax advisers and lawyers has been providing comprehensive care for the interests of wealthy individuals, families, and investors. Being well aware how important their family’s well-being and protection of property are for our Clients, we see our role as guardians of their safety. We guide them through a maze of complicated and constantly changing regulations, thus facilitating the stable growth of their assets, companies, or investments. Our services are tailored to individual needs, depending on factors such as family situation, environment and aspects of the relevant business and personal objectives pursued by the Clients. Accordingly, we propose long-term, regular co-operation and ongoing contacts based on complete trust and discretion. To be able to meet our Clients’ expectations whatever the situation may be, we work together with advisers in foreign jurisdictions.    

Our consultancy relates both to the business activities of our Clients and to their private matters, covering areas such as:

  • ongoing legal and tax advisory services to fit the needs of the Client at any time
  • tax optimisation, e.g. of business activities, shares / interests, real property and other fixed assets taxation, interest, derivative and financial instruments
  • planning estate and business succession, including ongoing updates of the succession plan
  • business restructuring projects which are frequently associated with tax optimisation and succession planning
  • services relating to company sale or purchase transactions (with support by the SSW mergers & acquisitions team)
  • full range of legal and tax issues relevant to wealth management 
  • Family Office services
  • Client representation in litigation

The list of services remains open and flexible, as it always depends on individual Client needs.


Selected projects:

  • Development of a concept to divide assets making up the estate of a deceased entrepreneur of more than 2 billion zloty between heirs and planning and implementation of reorganisation of assets allocated to some of the heirs
  • Development of a concept to divide assets making up the estate of a deceased entrepreneur comprising various classes of assets, including also in foreign jurisdictions, of more than 550 million zloty, between heirs and subsequent reorganisation of assets allocated to some of the heirs
  • Development of a concept of a tax optimised revocable trust seated in the Isle of Man and transfer of funds to beneficiaries
  • Development and implementation of a concept of restructuring personal assets of an entrepreneur in view of ensuring estate succession in the event of death using the vehicle of a family foundation
  • Planning and implementation of a succession structure for an entrepreneur owning real estate assets in Poland and interests in entities operating in Poland, Cyprus, Canada, and Germany
  • Development of a concept and legal support in the transfer of assets owned by Polish entrepreneurs onto family foundations in Lichtenstein, Austria, and the Bahamas to ensure succession planning in the event of death and anonymity in business conducted in Poland