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KBA Sp z o.o.
Al. Jerozolimskie 81, 02-001 Warszawa
Biurowiec Central Tower piętro 17

tel. +48 22 522 23 90
fax +48 22 522 23 91

e-mail: kba@kba.com.pl
www.kba.com.pl

NIP: 521-008-96-06,
Regon: 011089780
Zarząd: Tomasz Budziak
Zarejestrowana w: Sądzie Rejonowym dla m. St. Warszawy w XII Wydziale Gospodarczym Krajowego Rejestru Sądowego, pod numerem rejestrowym:
KRS: 0000078695
Nr ewid. KIBR: 84
Wysokość kapitału zakładowego: 90 000 zł

Family Office and Family Foundations

Care of family businesses

Family Office and Family Foundations

• Succession and implementation plans
• Family foundations
• Rules of benefits for beneficiaries
• Registered office and back office hosting for a family foundation
• Administration of family foundations’ matters
• Accounting and reporting of family foundations
• Consolidation of family holdings
• Monitoring, analysing and reporting results of family foundations and holdings for business and investment purposes
• Maintaining and updating the inventory of assets
• Organising meetings of beneficiaries
• Compliance of family foundations in the scope of AML and GDPR
• Taxation of a family foundation, its founder and beneficiaries
• Support in crisis situations

This area is under the special care of Tomasz Budziak, a top specialist in the field of family businesses in Poland.

The purpose of the range of Family Office services is to support families of entrepreneurs in the integration of managing family and business matters. Especially if the previous leader of the family and business cannot be actively involved in them.

More information at
www.family-office.pl

Family Office and Family Foundations ... why is it worth it

a group of professional, independent accountants, tax and business advisors

Future and sustainability of business

KBA Sp. z o.o.

We specialise in working with businesses and people, crossing borders of… countries, technologies and human barriers. The more than twenty professionals in our team use their qualifications to serve our clients.

We have been synthesising experience gained in the Polish market with the best practice applied abroad for more than thirty years. We support our clients in conducting and developing business, ensuring assistance of business advisors and accountants.

Accounting services

Optimal solutions guaranteeing clients’ safety are our priority. Reporting and multilingual communication…


Taxes – tax records and declarations

Tax reporting | International taxes Tax records and declarations are handled by our employees with many years of experience…


Business Start Up & Virtual Offiice

Our purpose is to provide administrative support for managing a company so the Management Board could focus on conducting business. In this area, we operate on the basis of an entry into the register kept by the Minister of Finance under number RDST-1418…

HR and payroll services

Complex regulations constitute an obstacle to employers. That is why our knowledge and experience can be of great value. Due to the sensitive nature of relationships with employees, many companies prefer to entrust us with HR and payroll as well as social insurance issues…

Capital Groups

• Consolidation and reporting for capital groups listed on the stock-exchange
• Consolidation of investment vehicles
• Consolidation of different classes of assets e.g. for family foundations




Family Office and Family Foundations

Supporting families of entrepreneurs in integrating the management of family and business matters. Especially if the active involvement of the previous leader of the family and business is not possible…

Family Office Solutions

The Family Office Solutions service is addressed to law firms, brokerage offices or entities managing investments in order to expand their offer and competences with the Family Office product line…

"knowledge and practice"

The more than twenty professionals in our team use their qualifications to serve our clients.
  • PROFESSIONAL TEAM
  • INNOVATIVE APPROACH TO BUSINESS
  • VISION OF PERFECT BUSINESS

business of the future

Nexia

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Since 1998, we have been a member of the leading global network of independent consulting and auditing companies. It brings together independent auditors and tax and business advisors from all over the world that have decided to join forces and create a network belonging in 2022 to the world’s TOP 10 audit and advisory service providers.

more information