The founder of a Polish technology company approached us for support in planning the family succession process. The main objective was to separate asset ownership from financial benefits while securing the family wealth and preparing the company for transfer to the next generation.
We implemented a new ownership structure in which a family foundation in Liechtenstein serves as a protective vehicle for the client’s assets. We carried out a cross-border merger of the client’s Polish company with a new holding company in Liechtenstein. A key aspect of the project was negotiating the foundation’s governing documents with a venture capital fund, a significant investor in the client’s company. In addition, we addressed the client’s relocation plans to Switzerland by analyzing the legal and tax implications under Swiss law.