ATF Family Office

Family foundations

The secure future of your business and family

A family foundation is a solution that allows for asset protection, succession planning, and financial management in an organized manner, in accordance with the Family Foundation Act. 

At ATF Family Office, we support entrepreneurs from the very first step – we help establish a family foundation, develop its legal and tax structure, and provide ongoing accounting, reporting, and advisory services. This ensures your foundation operates legally, tax-efficiently, and to the benefit of all beneficiaries. 

This is our area of expertise by choice:

Accounting and reporting services 
Tax advisory services tailored to family foundations
Audit of family foundations 
Corporate Services and Compliance 
Succession and Legal Planning 
Investment and Financial Consulting 

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We’d be happy to help you solve your problems. Take advantage of a free consultation, and let’s create a plan of action together.

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We provide family foundation services in a flexible format tailored to the needs of the founder, beneficiaries, and foundation bodies.

We cooperate both in the mode of ongoing support (outsourcing) and within advisory projects covering legal, tax, financial, and investment aspects. In particular, our support includes:

  • Maintaining accounting records and preparing financial statements in accordance with the Family Foundation Act and the Accounting Act.
  • Tax advisory regarding Family Foundation CIT and beneficiary PIT.
  • Development of statutes, changes in the foundation's structure, and payout rules.
  • Current corporate consulting and ensuring the foundation's compliance with legal regulations.
  • Investment support and tax and legal risk analysis.
  • Family foundation audits, including statutory periodic reviews.

They trust us:

ATF Partners is a team of over 100 specialists who have been supporting foundations, associations, and social organizations for 25 years in operating safely, legally, and effectively.

With ATF Partners, you gain a partner who understands the specifics of the non-profit sector and provides comprehensive support from accounting to taxes, as well as legal and compliance matters.

Contact Us MEET ATF PARTNERS

Our team

We know that establishing and running a family foundation is a big responsibility.

We've gathered answers to the most frequently asked questions to help you better understand how a family foundation works and how collaborating with ATF Family Office supports the security, compliance, and growth of your assets. 

This tool is for asset protection, succession planning, and orderly management of family finances. It is useful when you want to separate private assets from business assets, maintain long-term control of the company, and ensure clear rules for beneficiary benefits.

The act provides for tax preferences at the foundation level and special rules for taxing benefits for beneficiaries. In practice, a well-designed structure allows for reducing tax burdens, avoiding double taxation, and safely planning payouts. The key is to tailor solutions to the asset profile and family plans.

Taxation depends, among other things, on the degree of kinship, the source and type of benefit, and the foundation's internal documents. The standard practice is to prepare a benefits policy and a payment schedule to take advantage of available preferences and not lose exemption rights.

The foundation is a taxpayer and subject to general rules, but some of its income may benefit from preferences. The scope of CIT/VAT obligations results from the type of activity (e.g., rental, dividends, asset disposal, services). Therefore, before each transaction, we assess the tax consequences and prepare a secure settlement model.

The catalog is limited and focuses on asset management, investing, and activities supporting the statutory objectives. „Operational” activities should remain within the portfolio companies. The foundation acts as the owner and supervisor of these companies.

First, we design the charter, the list of beneficiaries, and the benefit rules. Then, we complete the documents, contribute assets, and submit the application to the registry. After registration, we implement accounting policies, compliance procedures, and establish the reporting calendar. We manage the entire process „end-to-end,” including remotely.

The costs include: court and notary fees, legal and tax advisory services for establishment, ongoing accounting and reporting services, tax advisory services, and (if needed) a family foundation audit. We always prepare a transparent, individualized quote.

As a rule, the management board operates, and the articles of association may provide for additional supervisory bodies. Key elements include: clear competencies, resolution-making procedures, a stakeholder register, and well-described compliance processes. This ensures that decisions are predictable and legally sound.

Various assets (shares, securities, real estate, rights) can be contributed to a foundation. Each transfer should ideally be preceded by a CIT/PIT/VAT analysis and a review of agreements and collateral. We prepare an asset contribution plan that is tax-efficient and formally secure.

We begin with a review of the books, verification of documents (articles of incorporation, resolutions, contracts), tax tests (corporate income tax, VAT, benefits), and assessment of procedures. We conclude with a report containing recommendations and the implementation of corrections so that the foundation is ready for an audit and maintains the continuity of its tax preferences.

We're happy to solve your problems

Contact us using our contact form and let's start collaborating.

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