sucesja

tel. +48 601 374 886 | e-mail: kba@kba.com.pl
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KBA Sp z o.o.
Al. Jerozolimskie 81, 02-001 Warszawa
Biurowiec Central Tower piętro 17

tel. +48 22 522 23 90
fax +48 22 522 23 91

e-mail: kba@kba.com.pl
www.kba.com.pl

NIP: 521-008-96-06,
Regon: 011089780
Zarząd: Tomasz Budziak
Zarejestrowana w: Sądzie Rejonowym dla m. St. Warszawy w XII Wydziale Gospodarczym Krajowego Rejestru Sądowego, pod numerem rejestrowym:
KRS: 0000078695
Nr ewid. KIBR: 84
Wysokość kapitału zakładowego: 90 000 zł

kba Family Office

Who we are?... range of services

KBA – scope of services

family office

Especially for business families, we have prepared the Family Office service to provide permanent support in the management and control of the family’s property and interests, to create and run appropriate structures administering the family’s affairs, not only in the sphere of property located in the business but also outside it.

KBA – scope of services

Family Office Solutions

For suppliers of professional business services, i.e. law firms, tax advisors, brokerage firms and families who wish to set up their own structures for managing family interests, we have an offer called Family Office Solutions, a solution for supporting these suppliers and business families in areas that may not be their speciality, although they are expected by the family customers they serve. These are mainly areas related to accounting, reporting for management and control purposes, asset inventories and updates, and administrative support.

STRENGTHEN THE FAMILY BUSINESS FOR THE NEXT GENERATION

Succession management

Generational change is first and foremost a problem of management and leadership both in business and in the family. Legal solutions, on the other hand, are only a necessary tool to achieve business objectives and family. Succession management is a comprehensive service for preparing and guiding the family and business through the succession process or acquiring investors. Succession planning includes a diagnosis of the preparation for the succession process, a plan for the necessary changes and actions, a review of the family’s assets and liabilities, and the preparation of an appropriate legal structure.

KBA – scope of services

Family foundations

From 2023, family foundations can be established in Poland. Thanks to this, the Polish family business will be provided with legal succession tools, which until now have only been available abroad. The risk of business and family disintegration due to generational change can be significantly reduced if the statutes and governance mechanisms of a family foundation are not only well thought out, but also handled without regard to the degree of commitment of the founders. A well-designed and managed family foundation should even assume a reduction in the active participation of the beneficiaries in the day-to-day administration and decision-making.