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- Family Foundation
Poland Family Foundation the answer to your concerns.
You don't know, How to protect your heirs?
Do you want to take advantage? from preferential taxation?
Do you want to secure funds? for the maintenance, treatment or education of your loved ones?
Do you want to protect your property? family from fragmentation and inheritance law regulations that do not meet your expectations?
Secure your wealth for generations.
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- Consumer bankruptcy
Poland undacja Rodzinna the answer to your concerns.
You don't know, How to protect your heirs?
Do you want to take advantage? from preferential taxation?
Do you want to secure funds? for the maintenance, treatment or education of your loved ones?
Do you want to protect your property? family from fragmentation and inheritance law regulations that do not meet your expectations?
Secure your wealth for generations.
Benefits of Establishing Family Foundation
- Ochrona majątku przed rozdrobnieniem i niespełniającymi oczekiwań przepisami prawa spadkowego (np. zachowek).
- Freedom in shaping the principles of operation of the Family Foundation.
- Protection of family assets in the event of insolvency of the Founder and beneficiaries of the Family Foundation.
- Securing the well-being of the Founder's family in accordance with his will, by contributing assets to the Family Foundation and implementing a family succession scheme.
- Exemption from payment of personal income tax, all or part of the benefits paid to beneficiaries of the Family Foundation.
- Favorable tax regulations – the core business activity of Family Foundations is exempt from CIT income tax.
- Effective management of the foundation’s assets by bodies appointed for this purpose.
How can we Help you?
We will assess the purpose and needs of the Founder and Beneficiaries;
We will help define the goals of establishing and developing the Family Foundation;
We will prepare a Foundation Statute tailored to your needs;
We will guide you through the Family Foundation registration process;
We will point out the tax benefits of running a Family Foundation;
We will advise on the creation of a protocol for the protection of assets contributed to the Family Foundation;
We will assist in managing the assets in accordance with the Founder's will;
We will help develop the Family Foundation and increase family well-being.
- kim jesteśmy?
ABOUT Nas
PMR Restructurings SA is an entity that deals with solving problems of both private individuals and entrepreneurs. We help implement changes, adapting activities to market expectations, which allows avoiding a crisis.
We are also a leader w branży restrukturyzacji. Doświadczony zespół doradców PMR Restrukturyzacje jest teraz do dyspozycji Twojej Rodziny. PMR Restrukturyzacje SA to podmiot, który wspiera swoich Klientów w przenikających się dziedzinach finansów, prawa gospodarczego, prawa podatkowego, ekonomii i relacji inwestorskich. W skład naszego zespołu wchodzą również licencjonowani doradcy restrukturyzacyjni. W PMR Restrukturyzacje SA specjalizujemy się w tworzeniu i zarządzaniu Fundacjami Rodzinnymi, które zapewniają ochronę i pomnażanie majątku przez pokolenia. Naszym celem jest dostarczenie kompleksowych rozwiązań, dostosowanych do Twoich indywidualnych potrzeb i wartości rodzinnych.
Every Family is Unique, that’s why we will help you create a Family Foundation from scratch, adapting its structure to your unique needs while ensuring maximum protection and stability.
We will help you create Family Foundation
from scratch, adapting its structure to your unique needs
PMR in the media
Family Foundation - What does it give to founders?
The Foundation is to ensure that family businesses remain in the hands of families (or other persons specified by the Founders) without fear of their fragmentation or a drastic change in the adopted policy and business goals.
Who's Who at the Family Foundation
Founder – Fundatorem jest osoba, która ustanawia Fundację Rodzinną. Może nim być wyłącznie osoba fizyczna, która posiada pełną zdolność do czynności prawnych. Jeżeli Fundacja Rodzinna ma więcej niż jednego Fundatora, wykonują oni swoje prawa i obowiązki wspólnie, chyba że statut stanowi inaczej. Co istotne, prawa i obowiązki Fundatora są niezbywalne, jednakże może on w statucie powierzyć wykonywanie swoich uprawnień innej osobie, określając jednocześnie jego zakres.
Beneficjent, i.e. a person benefiting from the establishment and operation of the Foundation by receiving benefits – or property in the event of dissolution of the Foundation, may be a natural person, e.g. the Founder together with members of his/her family who have been entered on the List of Beneficiaries of the Foundation.
What is Poland Family Foundation?
The Family Foundation is an institution that enables individuals and entrepreneurs running family businesses to function and develop in a multi-generational perspective. According to the statutory definition, the Family Foundation was established to collect property, as well as manage it in the interest of the so-called beneficiaries (persons close to the Founder) and to provide benefits to them. The family foundation is therefore a way of succession, which the Founder carries out only once in many generations. It is the Founder who decides on the goals, principles of operation of the Family Foundation and ensuring the safe existence of their loved ones.
Proces Założenia Fundacji Rodzinnej:
Family Foundation is an innovative succession solution
Submission by the Founder of a declaration of establishment of a Family Foundation in the articles of association or in the will (notarial deed)
Preparation of the statute (notarial deed)
Preparation of an inventory of property
Establishing the bodies of the Family Foundation and contributing the founding fund
Entry into the register of Family Foundations kept by the District Court in Piotrków Trybunalski (special procedure);
Obtaining a Tax Identification Number (NIP) and National Business Registry Number (REGON), a bank account number, and registering a Family Foundation with the CRBR.
Important questions
Family Foundation - information
The Polish Family Foundation is a solution that will allow you to secure succession and adapt it to the needs of the entrepreneur. Our experts will advise whether establishing a Family Foundation will be a solution adapted to your needs.
Family Foundation – What is it?
Foundation Statute is a key document that defines the principles of operation of the foundation, including the management of assets, designation of beneficiaries and rules of succession.
Foundation Board is responsible for its day-to-day management, while the foundation's supervisory board (if established) performs a supervisory function. These bodies may include both family members and external experts, which ensures professional management of assets.
Family Foundations offer a number of benefits tax, including the possibility of tax optimization when transferring assets between generations. A properly planned foundation structure can minimize tax burdens related to inheritance, donations or the sale of assets.
The Family Foundation allows elastyczne zarządzanie majątkiem, which can significantly reduce tax burdens. Transferring assets to a Family Foundation is usually not taxed, and further transfers of funds to beneficiaries can be made on more favorable tax terms.
Organs
Family Foundation:
Prowadzi sprawy fundacji rodzinnej i reprezentuje ją na zewnątrz:
- implements the objectives of the Family Foundation as specified in the statute;
- meets the benefits due to beneficiaries;
- performs other tasks specified in the act or the statute;
- Only natural persons with full legal capacity may be its members.
Organ obowiązkowy, jeśli liczba beneficjentów przekracza 25 osób:
- performs supervisory functions in relation to the management board;
- performs other tasks specified in the act or the statute;
- Only natural persons with full legal capacity may be its members.
- reviews and approves the financial statements of the family foundation for the previous financial year;
- grants discharge to members of other bodies;
- performs other tasks specified in the act or the statute.
Additional information: The Family Foundation is managed by a specially selected Management Board. Additionally, the Family Foundation may also be subject to separate supervision by the Supervisory Board. The Beneficiaries' Assembly also operates at the family foundation. The Founder may specify in the statute which people and with what qualifications and skills will sit on the Foundation's bodies. Such a diversified structure of the family foundation allows for effective management of the Foundation, while maintaining the agency and influence on its shape by the Founder and persons designated by him. The Founder may sit on the Management Board and the Beneficiaries' Assembly at the same time.
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