Private Clients and Private Equity

We offer comprehensive legal and tax advice for individual businessmen and investors and their families as well as support for their businesses in Poland and abroad.

How can we help?

We will take care of the legal security for you and your family members. We will provide legal protection and tax effectiveness of your assets.

Our support involves:

  • In the case of having a business in Poland or abroad, help in choosing the business formula (a one-person business, a company, a foundation, etc.) and its taxation (the Estonian CIT, a holding company, the IP Box, etc.)
  • Establishing tax residence for family members and their tax obligations across different jurisdictions involved
  • Taxation of Controlled Foreign Companies (CFCs)– explaining practical implications
  • Taxation of private investmentsin Poland and abroad
  • Reviewing and arranging complex structures, including the relocation of companies from other countries
  • Advising on tax-effective investments in real estate and other assets
  • Tax and legal advice on intergenerational succession
  • Inheritance cases, inheritance – also in an international perspective
  • Advice on divorce and property claims against a former spouse
  • Legal protection of private property (out-of-court settlements, property contracts)
  • Advice on the protection of personal rights (image, right to privacy, etc.)

Sample projects

Comprehensive advice on investments in Poland, Luxembourg, the Netherlands and Cyprus

Investments in the US – advice on the settlement of transactions

Change of tax residence from Polish to Swiss, Italian, Portuguese, British

Advice on establishing a family foundation in Liechtenstein

Group reorganization aimed at consolidating companies and reducing administrative costs in other countries

Cross-border mergers of companies

Advice on the settlement of property in the event of divorce, taking into account international investments

Projects for the transfer of a company to the next generations with the participation of an external investor

Engaging children in business, transfer of property

Feel free to contact us:

Justyna Bauta-Szostak

Partner | Tax adviser | Attorney at Law
E: justyna.bauta-szostak@mddp.pl
T: (+48) 502 241 631

Magdalena Zamoyska

Partner | Tax adviser
E: magdalena.zamoyska@mddp.pl
T: (+48) 606 234 976

Anna Misiak

Partner | Tax adviser
E: anna.misiak@mddp.pl
T: (+48) (22) 376 52 86

Bartosz Głowacki

Partner | Tax adviser
E: bartosz.glowacki@mddp.pl
T: (+48) 603 980 382

Tomasz Olkiewicz

Partner | Radca prawny
E: tomasz.olkiewicz@osborneclarke.com
T: (+48) 501 730 148