On September 23, we had the pleasure of inviting our Clients to a business meeting devoted to the legal and tax aspects of real estate purchases by family foundations – in Poland and abroad.
We organized the meeting together with our business partners CMS and J. Safra Sarasin Bank.
CMS is one of the largest international law firms operating in Poland. Over 200 lawyers support clients operating in all sectors of the economy with legal and tax advisory services. CMS provides services to both international companies and Polish family businesses, financial institutions and the public sector.
Safra Sarasin is a Swiss bank that belongs to the international Safra group. It specializes in wealth management and offers a wide range of financial services, including investment advice, asset management and banking services for individual clients and institutions. The bank places great emphasis on sustainable investing and long-term wealth planning, combining tradition with innovation.
During the meeting, the following topics were discussed: the following topics:
What is a family foundation, what are its key aspects (legal issues, tax issues, legislative changes). Particular attention was paid to new regulations that facilitate the management of cross-border investments in real estate.
Thanks to this knowledge, real estate owners will be able to better manage their assets, take advantage of tax relief and adapt their property structures to the upcoming legislative changes. This is key information that will help in effective long-term planning and minimizing risks related to property management.
Below is a short report from the event
