Succession Planning
Succession Planning

Relationship Coaching

Unsure how to talk with your family about the future of the business? We will help you create a safe space for dialogue that strengthens your relationships.

Worried about conflicts in the succession process? Together, we will develop strategies to resolve disputes and build lasting family bonds.

Do you want to better understand your family’s expectations? We will support you in effective communication and in recognizing the needs of each family member.

Succession Coaching

Are you planning to pass your business on to the next generation? We will guide you through the entire succession process, step by step.

Worried about the competencies of your successors? We will support their development and help prepare them for their future roles in the company.

Do you want the transfer of your business to be seamless? We will ensure that the succession process is gradual and well managed.

Legal Advisory

Do you need legal support in the succession process? We provide comprehensive advice on wills, family constitutions, and other key documents.

Do you want to safeguard the interests of all parties involved? We will assist in drafting shareholders’ agreements and other legal instruments.

Do you need guidance in developing succession procedures? We will prepare a comprehensive legal plan to secure the succession process.

Ownership Oversight

Do you want to be sure your company will be managed in line with your values? We will help you create effective control mechanisms.

Do you need support in overseeing the company after passing it on to successors? We can represent your interests as members of the supervisory board.

Is continuity and stability after succession important to you? We will design and implement ownership oversight systems tailored to your needs.

Our Case Studies

Supporting the Creation of a Family Foundation with a Scholarship Fund

We established a family foundation aimed at supporting a large family of around 40 members. A key objective of the foundation was to create a scholarship fund for less affluent family members while ensuring that the beneficiaries retained maximum control over the foundation.

Our Actions

We designed a foundation structure that gives beneficiaries control over its operations while providing support for less affluent family members. We introduced governance rules that ensured an equal distribution of voting rights across different branches of the family, as well as conflict-resolution mechanisms to guarantee stability and fairness in decision-making. We set investment restrictions, along with detailed rules for the functioning of the management board and supervisory board, to ensure that the foundation operated in line with the interests of all beneficiaries. In addition, we secured tax compliance for both the foundation and its beneficiaries and prepared guidelines for accounting and mandatory audits.

Adapting a Company Structure to Geopolitical Conditions

A Polish owner of an international business approached us to adjust the holding structure to the new business reality. Business expansion and the establishment of a family foundation required optimizing financial flows and diversifying geographical risks related to the war in Ukraine.

Our Actions

We conducted a comprehensive analysis of cash flows within the group and assessed the role of individual functions in its structure. Based on this analysis, we implemented significant changes, including the relocation of certain group entities and a cross-border merger of the Polish holding company with a Czech entity. As a result, the main management company and the holding company were transferred to the Czech Republic, reducing geographical risks.

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Contact Us

Do you need professional legal advice? Our team of experienced lawyers is ready to provide you with support and expertise in any situation. We believe that every matter deserves an individual approach and the highest standard of legal service.

office@kordialegal.pl