WEALTH MANAGEMENT | MANAGEMENT CONTRACTS | FAMILY FOUNDATIONS

The Wealth Management | Management Contracts | Family Foundations | Family Wealth and Asset Disputes Practice at KKG Legal provides comprehensive legal services in the area of wealth management, including financial planning, succession, investments, and asset structuring.

KKG Legal offers comprehensive support in wealth management for both individual clients and family-owned businesses. We assist with financial, retirement, and tax planning, ensuring that our clients’ interests are protected at every stage of their professional and personal lives. Our services also include strategic legal advice for foreign investors, individual clients, and family-owned businesses, with a focus on wealth management, investments, and real estate transactions.

We assist clients in establishing and managing family foundations, which is a key element of long-term succession planning and asset protection. We are a partner of the Centre for Family Business Law at the University of Warsaw.

Our experience handling a broad range of property matters, including cases involving the division of property, particularly marital property, the establishment of separation of property between spouses, and disputes arising from the revocation of gifts, enables us to effectively represent clients in such disputes.

We provide comprehensive support for management contracts. We provide advice at every stage of the relationship—from drafting and negotiating contracts to providing ongoing support throughout their term and advising on modifications or termination. We assist clients with matters related to compensation, managerial liability, non-compete agreements, and the protection of their assets and interests. We develop legal solutions that combine security and effectiveness while addressing our clients’ individual needs. The contractual and organizational solutions we propose are backed by many years of experience gained through litigation practice in cases involving managers and the corporations that employ them.

We provide Private Client services to the highest standards, with complete confidentiality. Each client receives personalized attention from a dedicated Partner who coordinates legal support in personal, family, property, and business matters. We offer innovative solutions that address our clients’ most complex and multifaceted challenges.

WHAT WE HELP WITH

• Support for Long-Term Wealth Management: Structural, tax, and retirement planning tailored to each client’s individual needs.
• Asset and Investment Management: Establishing and restructuring investment structures, managing assets, developing and implementing investment strategies, monitoring investments, and reporting. 
• Asset Disputes: Advising and representing clients in asset disputes, particularly those involving the division of marital property and settlements between the parties, as well as disputes concerning marital property regimes and gifts.
• Family Foundations: Establishing family foundations and providing support in their management, as well as long-term succession planning.
• Management Contracts: Comprehensive legal services for managers, including drafting and negotiating management contracts and providing legal representation, with due consideration for each manager’s individual interests.
• Cooperation with Financial Institutions: Facilitating cooperation with Polish and foreign financial institutions, such as banks, investment funds, and insurance companies.
• Support in Negotiations and Dispute Proceedings: Support at every stage of negotiations and in court proceedings; assessment of litigation risk.

WHY US?

• Comprehensive Services: We provide comprehensive wealth management support, including planning, investment management, and tax advisory services.
• Interdisciplinary Teams: Our team consists of attorneys with diverse areas of expertise, allowing us to take a comprehensive approach to legal issues related to wealth management. We also work with experts in tax law, which ensures that our clients receive comprehensive advice.
• Experience and Knowledge: We have many years of experience serving high-net-worth clients and family-owned businesses, both domestically and internationally. Our extensive experience allows us to effectively protect our clients’ interests.
• Partner Engagement: Our partners are directly involved in every assignment, which ensures the highest level of expertise in the services we provide. Every project is overseen by an experienced partner who is personally committed to its success and the client’s satisfaction.