Private client

Private Client

Our approach

The Private Client specialization brings together a team of experienced advisors from various areas of law. We stand out for our understanding of the complexity of business, wealth, and family relationships. Each client receives personalized legal advice, with a focus on long-term, partnership-based relationships.

For whom?

Our interdisciplinary approach allows us to offer comprehensive legal advisory services to individual clients and their close ones. We support investors, Business Angels, and family business owners. We also assist owners of family foundations and those considering establishing one.

We help investors, family business owners, and Business Angels take care of both their entrepreneurial activities and personal matters.
Natalia Komarzańskasenior manager, Attorney-at-law

Benefits

Knowing the business backgroud makes it easier for us to engage in dialogue and meet the individual needs of clients and their loved ones.

Personalized approach

Legal and tax advisory for individual clients is a unique area for us, where we combine substantive support with building long-term relationships and trust. We tailor our services to each client’s business and personal needs.

Recognized team

Our Private Client advisory is acknowledged in national and international rankings such as The Legal 500.

Comprehensive advisory

We provide individual clients with extensive support in law, taxes, and beyond. Thanks to the diverse expertise of specialists across the OW Group, we successfully handle even the most complex projects

Services

We distinguish 10 key areas within our Private Client advisory:

Family wealth succession

We support clients in business development and securing the future for their families. We advise on the best succession scenarios using holding structures, family foundations, wills, or investor searches.

Comprehensive tax support

We assist with both business and personal tax matters, often involving income from various global sources.

Asset restructuring and reorganization

We advise on optimal and safe asset structuring, company liquidation, and reorganization planning and implementation.

M&A and VC/PE

We support all stages of transactions for both buyers and sellers, helping assess and minimize legal and tax risks. We conduct restructuring processes, including cross-border mergers.

Pre-transaction activities in M&A practice

We conduct comprehensive legal, tax, and financial due diligence. Additionally, we provide advisory services in areas such as share acquisition transactions (share deals), asset acquisitions, business purchases, and acquisitions of organized parts of enterprises (asset deals).

Relocations (return to or leaving Poland)

We support relocation services (including asset relocation) and strategic coordination. We conduct tax analysis for non-residents and help choose optimal tax residency. We coordinate all necessary actions for relocation or restructuring of foreign structures.

Immigration matters

We provide legal advice to foreign individual clients regarding residence and/or work legalization in Poland, supporting them and their families.

Exit tax

We analyze planned restructuring projects from the perspective of exit tax liability. We analyze tax-deductible costs affecting the exit tax base and verify the applicability of relevant double taxation agreements to restructuring potentially subject to exit tax.

CFC (Controlled Foreign Corporations)

We advise on identifying entities subject to CFC regulations and conducting significant business activity tests. We support compliance with legal obligations.

Reporting obligations (NBP and others)

We review personal situations to determine reporting obligations and assist in preparing reports for the National Bank of Poland. We provide ongoing Private Client advisory on tax and legal consequences of reporting duties.

Completed projects

Our experience includes multifaceted projects of high value, cross-border nature, and more.

Succession plan for a large patchwork family

Legal advisory for Japanese entrepreneur’s relocation with family

Tax liability reduction for incentive program participants

We advised the company’s employees on settling their tax and social security obligations related to income from the completion of an incentive program in which they participated. Our innovative approach to incentive schemes in companies enabled us to reduce participants’ tax liabilities by approximately half. Additionally, the legal and tax advisory we provided helped the employees avoid other public charges associated with participating in the program.

Legal and tax advisory for managing a $4 million inheritance

We provided comprehensive legal and tax support for managing an inheritance worth over $4 million. This included identifying assets, facilitating division among heirs, preparing documentation for tax exemption, and working with a notary to draft a division agreement. Our guidance led to a change in the notary’s practice regarding civil law transaction tax.

We prepared the documentation necessary to obtain an exemption from inheritance and donation tax, and also obtained all the required documents to facilitate the division of the estate.

We also collaborated with a notary in drafting the asset division agreement. Our explanations regarding the calculation and amount of the civil law transaction tax led to a change in the notary’s practice, who had previously applied an excessively high tax rate.

We coordinated transactions in two legal jurisdictions, covering both legal and tax aspects

Our client, who holds shares in a Cypriot holding company, decided to scale down his business operations. As part of our Private Client advisory, we helped him determine future succession scenarios, establish a family foundation, and transfer assets to the foundation.

Additionally, we provided legal and tax advisory services for the share sale transaction. We also supported the client in the registration process in the relevant registers in accordance with Cypriot law.