The Wealth Management | Management Contracts | Family Foundations Practice at KKG Legal provides comprehensive legal services in wealth management, including financial planning, succession and investments. Our goal is not only to protect the Clients' assets, but also to multiply it effectively, with long-term goals in mind.
KKG Legal offers extensive wealth management support for both individual Clients and family businesses. We assist with financial, succession, retirement and tax planning, to ensure that our Clients' interests are safeguarded at every stage of their professional and personal lives. Our services also include strategic consultancy for foreign investors, individual Clients and family businesses, focusing on wealth management, investments and real estate transactions.
We support Clients in establishing and managing family foundations, a key element in long-term succession planning and protection of assets.
Our experience in handling broadly defined property cases (i.e., cases concerning the division of property, both marital and inherited, the separation of property, as well as cases resulting from revocation of donations) allows us to effectively represent Clients in such disputes.
We also prepare manager contracts – we draft contracts that protect the interests of managers and ensure full compliance with the law, both in terms of compensation and liability.
WHAT WE HELP WITH
- Supporting the long-term management of assets: Structural, tax, succession, retirement and inheritance planning, tailored to clients' individual needs.
- Wealth management and investments: Organizing and reorganizing investment structures, managing assets, developing and implementing investment strategies, monitoring investments and reporting.
- Property disputes: Advising and representing Clients in disputes over the division of joint property, including marital and inherited property, in property settlement disputes and family donations.
- Family foundations: Establishment of family foundations and support in their management, long-term succession planning.
- Management contracts: Comprehensive legal services for managers, including preparation of managerial contracts, negotiations and legal representation, taking into account the individual interests of managers.
- Cooperation with financial institutions: Intermediating with Polish and foreign financial institutions such as banks, funds and insurance companies.
- Support in negotiations and dispute proceedings: Support at every stage of negotiations and in litigation, litigation risk assessment.
WHY US?
- Comprehensiveness of services: We provide full wealth management support, including planning, investment management and tax consultancy.
- Interdisciplinary teams: Our team consists of lawyers with a variety of specialties, which enables us to adopt a comprehensive approach to legal issues related to wealth management. We also cooperate with experts in tax law, which ensures holistic consultancy services to our Clients.
- Experience and knowledge: We have many years of experience in providing service to wealthy Clients and family businesses, both in the domestic and international market. Our extensive experience allows us to effectively protect the interests of our Clients.
- Involvement of partners: The partners are directly involved in each case, which guarantees the highest level of the services provided. Each project is supervised by an experienced partner who is personally committed to its success and customer satisfaction.
