Do you want to protect your assets, organise business succession and prepare your company for the future? A family foundation is a solution that is becoming increasingly popular among entrepreneurs planning long-term asset protection and the secure transfer of their business to the next generation. With a properly planned structure, it is possible not only to protect assets, but also to optimise taxes and manage family wealth more efficiently. This e-book explains step by step how a family foundation works, what benefits it offers entrepreneurs and how to avoid the most common mistakes when establishing and operating one.
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E-book contents
- Introduction to family foundations
- Key benefits
- Financing and succession
- How to account for a family foundation
- Family foundations and real estate
- Family foundations and share trading
- Liquidation of a family foundation
- Family foundations in 2025
What is a family foundation and why do entrepreneurs choose this solution?
A family foundation is a modern legal tool created for entrepreneurs who want to effectively protect family wealth and organise business succession. This solution allows private assets to be separated from operating activities and creates clear rules for managing assets over many years. More and more family business owners are searching for phrases such as “what is a family foundation?”, “how does a family foundation work?” and “is it worth establishing a family foundation?”, looking for practical information on asset protection and transferring a business to the next generation.
In this e-book, we explain exactly what a family foundation is, who can establish one and what opportunities it offers entrepreneurs running a business. We also discuss the key formal and organisational issues related to its operation.
How to establish a family foundation and properly prepare the asset structure
The process of establishing a family foundation requires proper preparation and appropriate organisation of asset-related and organisational matters. It is essential to define the foundation’s objectives, succession rules and the method of managing assets from a long-term perspective. A well-planned family foundation can effectively support asset protection, secure the interests of the family and maintain business continuity.
In this e-book, we discuss the most important stages of creating a family foundation - from preparing the statutes, contributing assets and organising the foundation’s governing bodies, to defining the rules of its operation. We explain which legal, tax and business aspects are worth considering before deciding to establish a family foundation, so that the entire structure is tailored to the entrepreneur’s needs and the specific nature of the business.
Family foundation and succession in a family business
One of the most important reasons for creating a family foundation is the possibility of safely carrying out business succession. Owners of family businesses are increasingly looking for solutions that allow them to avoid asset-related conflicts and ensure business continuity after a generational change. Phrases such as “family foundation and succession”, “how to transfer a business to children” and “family business succession” are now among the most frequently searched topics by entrepreneurs.
The e-book shows how a family foundation helps organise inheritance matters and secure the interests of both family members and the company itself. We discuss practical succession scenarios and the possibilities of planning the company’s future in a safe way that complies with applicable regulations.
Family foundation and taxes - key information
Tax issues are one of the key topics analysed by entrepreneurs interested in a family foundation. Questions such as “family foundation taxation”, “is a family foundation taxable?” and “family foundation CIT” frequently appear online. In this part of the e-book, we explain in detail the rules for taxing a family foundation, the possibilities of tax optimisation and situations that may create additional tax obligations.
We also describe current interpretations and changes in regulations concerning family foundations in 2025. As a result, the reader can better understand when a family foundation may be a beneficial tax solution and how to properly prepare the asset structure.
Family foundation, real estate and wealth investment
A family foundation can be an effective tool for managing real estate and investing capital. Many entrepreneurs are interested in topics such as “family foundation and real estate”, “renting real estate through a family foundation” and “investing through a family foundation”. A properly planned structure allows real estate assets to be organised and securely transferred to the next generation.
In this e-book, we explain what opportunities a family foundation offers in terms of investment, share trading and protection of assets against business risk. We also present practical examples of using a family foundation to manage both private and business assets.
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Who is this e-book for
This e-book has been prepared primarily for owners of family businesses, entrepreneurs building multigenerational wealth and people managing growing companies who want to organise succession and protect their assets. The material will be particularly valuable for companies operating in a family model, where maintaining business continuity, protecting the interests of loved ones and creating transparent rules for asset management are important.
The publication will also be useful for entrepreneurs who own companies, investment real estate, shares or stocks and are looking for stable, long-term solutions that help protect capital and effectively plan the future of the business. The e-book will help people who want to consciously prepare their business for transfer to the next generation, reduce the risk of asset-related conflicts and better understand the possibilities offered by a family foundation in the area of asset management and succession.
