Institutional partners
We cooperate with most of the Polish financial market — banks, insurance companies and advisory firms. We train their teams, support their internal processes, and design succession solutions for their clients.
The safe handover of wealth, business and responsibility to the next generations — comprehensive, discreet, and seen through to implementation.
We have worked together since 2010, as one of the pioneers of succession planning in Poland.
We assist private clients, families, entrepreneurs and corporate entities in the safe transfer of wealth, businesses and responsibility to the next generations. Under the umbrella of the firm we bring together lawyers, tax advisers, and cooperating managers, trainers, mediators and psychologists — practitioners from all the fields needed to build a real succession plan.
We deliver full process support — from education and the design of solutions through to their implementation and long-term follow-up. The defining feature of our work is a focus on the client's actual needs. Our role is not colourful storytelling and the production of paperwork, but a job done properly.
A real succession plan is the one that has been implemented — not the one that is beautifully described.
We cooperate with most of the Polish financial market — banks, insurance companies and advisory firms. We train their teams, support their internal processes, and design succession solutions for their clients.
Our clients span the full social spectrum. We deliver succession plans both within families and within companies — from straightforward private arrangements to complex multi-generational business projects.
Professional competence in succession matters demands continuous development. We share what we know.
An individual analysis of the family and business situation. Without templates, without padding, without defensive generalities.
Passing wealth to people who have been chosen, prepared and are competent — without paralysis of management, and without statutory inheritance as the default position.
Continuity of existence and management of the business. The optimal legal form. Resilience to unforeseen events.
Comprehensive advice on the Polish family foundation (fundacja rodzinna) — from the decision to establish one, through the statute, to the contribution of assets and ongoing operation.
A succession plan is rarely just a matter of black-letter law. We combine legal and tax advisory with the support of psychologists, mediators, trainers and managers.
It takes time, understanding, proper preparation, and the consistent implementation of decisions.
While we remain a legal team, we work closely with the best specialists in finance, psychology and management. We know that a succession plan is a process drawing on many competencies — and that a single document, however well drafted, cannot replace a thoughtful sequence of decisions over time.
Our work is built on a process-based approach — from understanding the family and business situation, through the design of the plan, to its implementation and the long-term support of the client and those around them.
Legal, tax and family diagnosis. A map of assets, relationships and risks. Understanding the goal, which is not always the one stated at the first meeting.
Alternative solutions — with the legal, tax and financial consequences of each set out clearly. The decision belongs to the client, but it is now grounded in analysis rather than instinct.
Preparation and execution of the legal acts — wills, agreements, conversions, registrations, filings. Coordination with notaries, tax advisers and financial institutions.
Where it is needed — mediation, intergenerational conversations, coaching, preparing successors to take on responsibility. Without this, even the best plan will not take hold.
Life changes; the plan has to change with it. We are here so that the client does not go through this process alone — neither at the moment of decision, nor ten years later.
We deliver succession planning through a network of competencies built up over more than fifteen years of practice.
For years he has specialised in the legal aspects of estate planning, in particular the integration of legal, financial and managerial solutions. A practitioner with extensive experience in managing business entities. He has run Kancelaria LTF since 2012 — responsible for the firm's development and relationships with strategic partners, and the firm's principal lecturer.
Member of the Regional Chamber of Legal Advisers in Warsaw, substantive partner, co-founder and permanent collaborator of Kancelaria LTF. Specialist in combining solutions across multiple legal disciplines into a coherent estate-planning service. Practitioner in applying legal and financial-legal instruments — in particular testamentary solutions and the modification and conversion of business entities.
A long-standing academic and a tax adviser; member of the Management Board of the Lower Silesian Branch of the National Chamber of Tax Advisers. Doctor of economics and a lawyer. He combines academic work with advisory practice for entrepreneurs in tax compliance, civil law and commercial law. Specialises in business conversions, corporate restructuring and the succession of family businesses. Author of numerous publications.
Doctor of laws specialising in civil law, and at the same time a business practitioner. Author and co-author of numerous publications on civil, business, commercial and intellectual property law. He actively practises as an attorney-at-law and runs legal training for individuals and entrepreneurs. Main interests: court proceedings, business succession planning, new technologies and the energy transition.
Get in touch to discuss succession planning or possible cooperation. The first conversation is non-binding and covered by professional secrecy.