We prepare the statute, founding documents and the registration application. Full support for family foundations and all other types.
Protect your assets and plan for the future with Good Balance
The family foundation (fundacja rodzinna) is a modern solution that allows you to manage assets effectively, plan succession and secure the future of subsequent generations. At Good Balance we offer comprehensive support for foundation registration — from needs analysis, through document preparation, to full support after the foundation has been set up.
We help with both straightforward foundation set-ups and more complex structures involving multiple founders, beneficiaries and various assets — shares in companies, real estate or investments.
Thanks to our established procedures we ensure an efficient registration process and cost optimisation as well as the highest standard of service.
The family foundation is a type of legal entity that has been operating in the Polish legal system since May 2023. It makes it possible to manage assets and plan succession in a safe and orderly manner.
A family foundation may be set up by any natural person, regardless of citizenship or place of residence.
Requirement 01
To establish a foundation, it is necessary to draw up a statute in the form of a notarial deed and to register the foundation in the appropriate register.
Requirement 02
The minimum founding fund of a family foundation is 100,000 PLN.
A family foundation helps protect assets, plan succession and build a strategy for the next generations.
A family foundation's income from permitted activities may benefit from a CIT exemption.
We tailor the solutions to the law and to the founder's goals.
The foundation makes it possible to pass assets on to subsequent generations in line with the founder's wishes.
This is a solution for those who think about the stability of their family and their business.
The founder can define the rules for managing assets and the role of beneficiaries and the management board.
The foundation makes it possible to provide financial stability for future generations.
— 01
We discuss the foundation's goals and structure.
— 02
We draft the statute and all necessary documentation.
— 03
We run the registration process.
— 04
We help transfer assets to the foundation.
— 05
We provide accounting services and advisory.
The cost of foundation registration is set individually, depending on the type of foundation and the complexity of the structure.
Take care of the future of your assets and the next generations with Good Balance.
With Good Balance you will set up a family foundation safely, efficiently and in line with the law.
Your personal accountant will be available to you in any convenient messenger. Setting tasks and controlling accounting in one click.