Succession | Family Office

Succession | Family Office

The profession of a lawyer as a profession of public trust is best realized through comprehensive service and support in managing clients' assets. KRTP, having in its team of experts not only in the field of law and taxes, but also accounting, finance and risk management, is able to provide comprehensive services on a "one-stop shop" basis. The aim of KRTP is to be able to provide services relating to various assets, from real estate through stocks and bonds or investments in foreign jurisdictions

As part of its services, KRTP supports clients in assessing the risk of individual investments, and also prepares regular reports on the status of assets held and their change over time. Using the knowledge and experience of financial analysts, we also prepare a cash flow forecast and help verify the ROI (return on investment) for individual assets.

In the era of dynamically changing conditions for the functioning of companies, one of the key variables is the passage of time and the generational change that takes place in Polish enterprises, established to a large extent after the political transformation. Owners who, with their persistence and hard work, have built companies that effectively compete on the European market, very often need support in transferring management to the younger generation. We know from our experience that such a change of guard should take place with the support of experts in the field of law, tax and finance, as well as with experience in carrying out succession. KRTP supports clients in the overall implementation of the succession process, being aware that each case should be approached individually in order to create the appropriate framework for the functioning of the business that will allow for the further development of the company.

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