Wealth Management
The professionalization of asset management is becoming increasingly popular, driven by the dynamic development of economic transactions. Asset management in the 21st century requires the creation of a proper legal infrastructure that – on one hand – ensures the appropriate level of legal security for accumulated assets (appropriate management structures, contracts, legal protections) and income, while – on the other hand – allows for the most favorable liquidity and stability, fully controlled, asset succession if that is the will of the asset manager.
Ongoing Asset Management
Building secure legal infrastructure for investments in assets, including real estate, is a fundamental task for anyone managing their interests. This means anticipating potential investment risks (e.g., when entering into lease agreements) and securing against the non-performance of obligations by the other party. Ongoing asset management also involves activities related to liquidating assets and investing in new ones. In the aforementioned areas, the Law Firm offers legal advice, which may include conducting legal analyses of assets, identifying legal risks, highlighting tax costs, drafting and reviewing contracts, or designing protections for transactions.
Asset Succession
At a certain stage of life, there may come a time when asset succession needs to be planned. This could relate to one’s own business (e.g., passing the business on to the next generation), accumulated wealth, or simply be a way of preparing for unforeseen events (e.g., illness, death).
In such cases, it is best to have prepared scenarios for asset succession. These will allow the succession process to unfold as planned. It is important to tailor solutions to the situation – different actions should be implemented when the goal is succession within one’s own business, and others when securing assets in the event of an unforeseen occurrence.
For our clients, we prepare solutions that allow for the protection of assets and the safe, conflict-free realization of their will regarding accumulated assets. The earlier a client decides on such a solution, the better the entire process can be planned.
Selected Services (Scope)
- Legal Analysis of Investments
- Drafting and Reviewing Contracts
- Legal Advisory in Liquidating Assets
- Legal Advisory in Acquiring Assets
- Legal Advisory in Asset Management
- Asset Succession
- Business Transformation
- Solutions for Integrating Successors into a Business
- Drafting a Will
- Drafting and Reviewing Contracts in Asset Succession
Offer for Individual Clients
Comprehensive Case Analysis and Assistance in Decision-Making
Professionalism of the Services Provided
Response to the Issue and Monitoring the Progress of the Case
Obligation to Maintain and Protect Professional Confidentialit