Report 2.0: Family Foundations in Poland Surpass Expectations
Poland Registers Over 2,500 Family Foundations in Two Years — New Report Highlights Legal, Financial, and Investment Trends
Business Insider Polska, together with law firm Tomczykowski Tomczykowska and Bank Pekao SA, has released the second edition of its flagship publication “Report 2.0: Family Foundations”, offering a comprehensive overview of how Poland’s new legal framework is transforming business succession and wealth preservation.
Published two years after the enactment of the Family Foundation Act, the report reveals striking growth: nearly 4,000 applications have been submitted, and over 2,500 family foundations are already registered. This far exceeds initial expectations and confirms that Polish entrepreneurs are embracing the new vehicle for intergenerational asset management.
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Key findings from the report include:
Nearly half of the registered foundations already manage operational assets.
21 publicly listed companies now have a family foundation in their shareholding structure.
A growing number of foundations are investing in diversified assets and engaging in structured financial planning.
The legal and tax environment is maturing, with the report offering detailed insights into interpretations issued by tax authorities, protective opinions, and legal proceedings concerning family foundations.
Beyond data, the publication includes commentary from prominent business figures such as Władysław Grochowski (Arche Group), Stanisław Han (PPF Hasco-Lek), and Kazimierz Herba (Neuca S.A.), alongside expert analyses from legal advisors and private banking professionals at Bank Pekao SA.
The popularity of family foundations is driven by their flexibility, asset protection, and succession planning benefits. This is especially significant in the Polish context, where many first-generation business owners are now preparing for long-term wealth transfers.
The report also highlights current challenges, such as navigating evolving tax rulings and the importance of proper governance structures. Nevertheless, the overall conclusion is optimistic: Poland is successfully building a modern ecosystem for family-owned enterprises, aligned with global trends in private wealth management.
📥 Download the full Report 2.0 “Fundacje rodzinne” (in Polish)
