{"id":9569,"date":"2024-12-13T15:29:51","date_gmt":"2024-12-13T15:29:51","guid":{"rendered":"https:\/\/pmrsa.pl\/?p=9569"},"modified":"2025-01-23T12:12:41","modified_gmt":"2025-01-23T12:12:41","slug":"is-it-worth-establishing-a-family-foundation-in-poland","status":"publish","type":"post","link":"https:\/\/pmrsa.pl\/en\/is-it-worth-establishing-a-family-foundation-in-poland\/","title":{"rendered":"Is it worth establishing a family foundation in Poland?"},"content":{"rendered":"

A family foundation is a modern solution for entrepreneurs who want to secure their assets and ensure business continuity. Thanks to a foundation, the assets remain in the family, minimizing the risk of inheritance disputes. In Poland, family foundations offer preferential taxation, which reduces the costs of succession. However, there are costs of establishment and management, and the activities of a foundation are strictly regulated by law. It is therefore worth considering it with larger assets or a family business to avoid inheritance problems and ensure the stability of the company.<\/p>\n\n\n\n

Benefits of establishing a family foundation:<\/strong><\/h4>\n\n\n\n
    \n
  1. Protection of assets<\/strong>: The assets contributed to a family foundation are separated from the founder's private assets and protected from potential creditor claims. This allows you to secure real estate, companies or other valuable assets.<\/li>\n\n\n\n
  2. Smooth succession<\/strong>: A family foundation helps avoid inheritance disputes and property fragmentation. The founder determines the rules of inheritance and the manner of using the property, which increases the financial stability of the family.<\/li>\n\n\n\n
  3. Preferential taxation<\/strong>: Family foundation income is taxed on favorable terms. Payments to immediate family members are exempt from personal income tax, which allows for tax optimization.<\/li>\n\n\n\n
  4. Control over the business<\/strong>: The foundation can conduct limited business activities, such as managing real estate or investing in securities. This allows it to maintain control over key family assets.<\/li>\n<\/ol>\n\n\n\n

    Challenges and costs:<\/strong><\/h4>\n\n\n\n
      \n
    1. Costs of setting up and running<\/strong>: Establishing a family foundation involves legal and notarial costs as well as ongoing administrative costs, including accounting, tax and management costs.<\/li>\n\n\n\n
    2. Regulations and provisions<\/strong>: Running a family foundation requires knowledge of legal regulations and strict adherence to the regulations introduced. Among other things, it is necessary to draw up a statute, maintain documentation and regularly settle the foundation.<\/li>\n\n\n\n
    3. Less flexibility<\/strong>: After the founding assets are contributed to the foundation, the founder loses full ownership rights to them. Decisions on payments and management are made in accordance with the provisions of the statute, which may limit freedom of action. Nevertheless, an appropriate construction of the foundation's statute and a well-thought-out strategy for contributing assets to the foundation can significantly eliminate this challenge.<\/li>\n<\/ol>\n\n\n\n

      Who is a family foundation a good solution for?<\/strong><\/h4>\n\n\n\n

      A family foundation is especially recommended for people with significant assets or entrepreneurs who want to protect the company from division and ensure its development for subsequent generations. It is also a good solution for families planning effective succession while taking into account favorable tax solutions.<\/p>\n\n\n\n

      In summary, a family foundation in Poland is an attractive tool for property succession, but it requires a well-considered decision, appropriate legal and financial advice. Its establishment can bring many benefits, provided that it is well planned and tailored to the individual needs and goals of the family.<\/p>\n\n\n\n

      <\/p>","protected":false},"excerpt":{"rendered":"

      Fundacja rodzinna to nowoczesne rozwi\u0105zanie dla przedsi\u0119biorc\u00f3w chc\u0105cych zabezpieczy\u0107 maj\u0105tek i zapewni\u0107 ci\u0105g\u0142o\u015b\u0107 biznesu. Dzi\u0119ki fundacji maj\u0105tek pozostaje w rodzinie, minimalizuj\u0105c ryzyko spor\u00f3w spadkowych. W Polsce fundacje rodzinne oferuj\u0105 preferencyjne opodatkowanie, co obni\u017ca koszty sukcesji. S\u0105 jednak koszty za\u0142o\u017cenia i zarz\u0105dzania, a dzia\u0142alno\u015b\u0107 fundacji jest \u015bci\u015ble regulowana prawnie. Warto wi\u0119c rozwa\u017cy\u0107 j\u0105 przy wi\u0119kszym maj\u0105tku lub biznesie rodzinnym, aby unikn\u0105\u0107 problem\u00f3w dziedziczenia i zapewni\u0107 stabilno\u015b\u0107 firmy. Korzy\u015bci z za\u0142o\u017cenia fundacji rodzinnej: Wyzwania i koszty: Dla kogo fundacja rodzinna jest dobrym rozwi\u0105zaniem? Fundacja rodzinna jest szczeg\u00f3lnie polecana osobom posiadaj\u0105cym znacz\u0105cy maj\u0105tek lub przedsi\u0119biorcom, kt\u00f3rzy chc\u0105 zabezpieczy\u0107 firm\u0119 przed podzia\u0142em i zapewni\u0107 jej rozw\u00f3j przez kolejne pokolenia. Jest to r\u00f3wnie\u017c dobre rozwi\u0105zanie dla rodzin planuj\u0105cych efektywn\u0105 sukcesj\u0119 z uwzgl\u0119dnieniem korzystnych rozwi\u0105za\u0144 podatkowych. Podsumowuj\u0105c, fundacja rodzinna w Polsce to atrakcyjne narz\u0119dzie sukcesji maj\u0105tkowej, ale wymaga przemy\u015blanej decyzji, odpowiedniego doradztwa prawnego i finansowego. Jej za\u0142o\u017cenie mo\u017ce przynie\u015b\u0107 wiele korzy\u015bci, pod warunkiem, \u017ce jest dobrze zaplanowane i dopasowane do indywidualnych potrzeb oraz cel\u00f3w rodziny.<\/p>","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[43],"tags":[],"ppma_author":[30],"class_list":["post-9569","post","type-post","status-publish","format-standard","hentry","category-fundacja-rodzinna"],"authors":[{"term_id":30,"user_id":12,"is_guest":0,"slug":"teampmr-restructuring-pl","display_name":"Zesp\u00f3\u0142 PMR","avatar_url":{"url":"https:\/\/pmrsa.pl\/wp-content\/uploads\/2024\/10\/logo2-e1729926426335.png","url2x":"https:\/\/pmrsa.pl\/wp-content\/uploads\/2024\/10\/logo2-e1729926426335.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/posts\/9569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/comments?post=9569"}],"version-history":[{"count":0,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/posts\/9569\/revisions"}],"wp:attachment":[{"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/media?parent=9569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/categories?post=9569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/tags?post=9569"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/pmrsa.pl\/en\/wp-json\/wp\/v2\/ppma_author?post=9569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}