Family Office
Every day, individual entrepreneurs and family businesses face the challenges of an ever-changing economic environment, the need to adapt their operations to new legal and tax regulations, and the pursuit of growth.
In order to transform capital into a solid multi-generational family structure, it is necessary to develop a long-term management strategy. The first step is to adequately secure the assets by properly structuring the business and creating structures for future investment. It is also necessary to plan the succession process for future generations and to organize tax issues and capital placement management. Only a comprehensive approach to family wealth management will allow you to create a sustainable business that will generate income for future generations.
As MartiniTAX, we offer support to entrepreneurs not only in issues related to business development and preparation for change, but also in issues related to the structuring of family holdings and succession processes. Their goal is not only to take care of business interests, but also to provide protection for the family and its members.
Who is it for?
- Are you planning to pass your business or assets to the next generation and looking for professional help in planning the process?
- Do you want to understand the complex legal and tax aspects of intergenerational succession?
- Do you want to understand the complex legal and tax aspects of intergenerational succession?
Who is it for?
- Strategic consulting with a long-term, multi-generational perspective.
- Analyzing the current structure of the family business, taking into account the needs and interests of the owner and family members.
- Developing investment structures to accumulate family assets.
- Support in succession activities.
- Advice on securing family assets.
- Support in restructurings and reorganizations.
Contact one of our experts on Wealth tax management
Winning the case before the Supreme Administrative Court
on tax control for 2013 and determination of tax liability. Ref. act II FSK 585/20
Winning the case before the Supreme Administrative Court
regarding the Company's CIT exemption. Ref. act II FSK 1250/22
Winning case before the Voivodeship Administrative Court
on alleged abuse of VAT law. Ref. no. III Sa/Wa 203/22
Judgment of the Supreme Administrative Court, ref. no. I FSK 1816/20
The court objected to the very common approach among the tax authorities, but also often among the courts, of attributing an implicit awareness of participation in a fraud by pointing out that the evidence on the record did not show that such awareness existed. The court ordered that very precise criteria be taken into account that would make such awareness of fraud plausible.
Judgment of the Voivodeship Administrative Court in Warsaw (III SA/Wa 2555/20)
Judgment on abuse of rights. The court questioned the authorities' instrumental attempts to apply the concept of abuse of rights, pointing out that the conditions for abuse were not met in the evidence on the record.
Winning case before the CJEU. C-395/09
The right to deduct input tax when purchasing services from countries considered to be tax havens, Oasis East Ltd.
Winning case before the CJEU. C-395/09
The incompatibility with Community law of Polish provisions concerning the restriction of the right of entrepreneurs to deduct VAT on the purchase of passenger cars and fuel for them, Magoora Sp. z o.o.
Winning case before the CJEU. C-313/05
Excise duty levied on imported second-hand cars in connection with their first registration in Poland, Maciej Brzezinski
Most conducted and won cases when representing taxpayers before the CJEU among all Polish attorneys.
Jerzy Martini - author and co-author of Commentary on the VAT Directive (Unimex ed.)
Jerzy Martini - author, co-author and editor of Commentary to the VAT Act (publ. C.H.Beck)
Jerzy Martini - author and co-author of "VAT in the jurisprudence of the European Court of Justice" (publ. C.H.Beck)
Marek Wojda - co-author of Commentary on the VAT Directive (Unimex ed.) and the VAT Act (C.H.Beck ed.)
Featured in the 'Law firm on Linkedin - a practical guide' by legal marketing agency Tomczak Stanisławski.
Repeatedly recognised in the rankings of Rzeczpospolita and Dziennik Gazeta Prawna.
We teach at universities, including the School of Economics
Jerzy Martini honoured annually in the prestigious Chambers & Partners ranking, indicated as Band I (highest possible level) in the individual ranking of tax advisers in the Tax Consultants category.