Is the Polish family foundation a modern and effective succession tool that can secure wealth for generations? Or is it a legal construct fraught with risks, requiring a well-thought-out strategy? How can family members’ roles in a business be best defined to prevent conflicts and ensure continued growth? What solutions have been implemented in other countries, and which of them could be applied in Poland?
During this event, we will try to answer these and other questions, comparing the Polish approach with international perspectives. In particular, we will examine solutions used in the UK and Liechtenstein—countries with long-standing experience in family wealth management and succession planning. Both offer advanced legal frameworks that have helped entrepreneurial families protect and grow their wealth while ensuring its transfer across generations.While the panel discussion will compare international solutions with Polish experiences, highlighting strengths, challenges, and potential applications.
Join us for this event—an excellent opportunity to gain insights, exchange experiences, and establish valuable connections.
Event Details
Date: April 2, 2025
Time: 16:00 – 19:30
Location: CRIDO headquarters (Sky Office, 13th floor, “Generation Park Z,” Towarowa 28, Warsaw)
Agenda
16:00-16:30 | Registration
16:30-16:40 | Welcome and Introduction by Mateusz Baran, Partner, CRIDO
16:45-17:00 | The Polish Family Foundation – A Versatile Vehicle or a Risky Trap?
Katarzyna Żółcińska, Counsel, CRIDO & Karolina Gotfryd, Manager, CRIDO
- The Family Foundation as a succession tool
- The Family Foundation as an investment vehicle
- The Family Foundation as a wealth protection mechanism
17:00-18:00 | What Can We Learn from Our Older Sisters? A Comparison of Polish and International Experiences – Panel Discussion
Moderator
Dr. Katarzyna Witkowska-Malinowska – Partner, Head of Litigation & White-Collar Crime, CRIDO Legal
Panelists
Hannah Blecha, Partner, Schwärzler Attorneys at Law, Liechtenstein
Stephanie Parish, Partner, Clarion, UK
18:00-19:30 | Networking over Dinner & Wine
The event will be translated into Polish and English.
We look forward to seeing you there!