Specialization:
Family Foundation
15+ years
We have been helping companies make money for 15 years
30+ industries
We help customers in more than 30 industries
1 system
A proven system for a profitable business
Foundation establishment assistance and dedicated structure
A family foundation?
It's time for a good plan.
Just setting up a Family Foundation is one thing, doing it with your head and without stupid and costly mistakes is another. It is important to define the charter, areas of activity, activities, etc. Every situation is different and the process of establishing a Family Foundation should be tailored to it.
Establishing a Foundation from A to Z
We prepare and submit all documents. Comprehensive, efficient and flawless.
Family Foundation Accounting
Foundation accounting is one of the elements of
Accounting has to be, but in our opinion it should take a broader perspective than just recording the past. If we are talking about profit, optimal taxation, security then accounting in the classical sense is not enough. Bookkeeping service of the Family Foundation from as little as PLN 599 netto.
Budget and planning
Knowing the goals of the family foundation and plans for the future, we can make the so-called “family foundation”. financial modeling and predict which actions are most effective. How to divide an investment portfolio? When and where to invest? How do you make it cost-effective? This needs to be counted and determined.
Analysis of operations
The foundation exists and is functioning. We have an established portfolio allocation and we are meeting the target. We see the first money. Cool. But let’s make sure we’re going in the right direction and, for example, add additional controls for financial institutions for the sake of your profits.
Financial consulting
In terms of running the Family Foundation
Optimization
It’s all about keeping your hard-earned money safe and working hard for you. For this you need tax planning and optimization of these burdens. You have to count it and choose the best direction.
Investment portfolio planning
The foundation has revenues or some assets have been contributed. The goal is to multiply this wealth and distribute the portfolio reasonably and profitably. How much money to allocate in the foundation for aggressive activities such as. M&A? How much to locate safely and where? This needs to be planned and managed wisely.
FREE ANALYSIS
Analysis of the Family Foundation
Protecting your assets and taking care of your loved ones is a great idea. Do it sensibly and cost-effectively.
Make your money safe and work hard for you for a long time. Let’s review your situation and the idea of a Family Foundation.
