Opus IPP
Opus Intergenerational Succession Program - OpusIPP™
Intergenerational succession planning is becoming an increasingly important part of managing family businesses in Poland. It is a process that requires resolving complex family, business and tax issues. With proper preparation, selection of the right legal tools and expert support, succession can proceed smoothly, ensuring that the new generation is in control of the business and the outgoing owners retain influence over key decisions.
Full support
OpusIPP™ comprehensive approach
OpusLegal experts, in cooperation with OpusTax and OpusTrust, offer full support in the succession process. Our activities include not only the selection of optimal legal tools (such as family foundations, trusts or investment funds), but also the development of a long-term strategy for managing the family business. We aim to minimize tax costs and maximize the benefits of succession.
OpusIPP™ (Opus Inheritance Planning Program™) is a unique program that includes legal, tax, trust, accounting and insurance services. The program allows for flexible management of the transfer of assets, both during the owner’s lifetime and in the event of death. This allows the owner to retain control of the business while allowing a smooth transition of the helm to the next generation.
OpusIPP™ benefits
With customized OpusIPP™ solutions:
- Families can maintain control of assets for multiple generations.
- Assets are managed in a way that strengthens the family's longevity and resources.
- Flexible transfer of assets with maximum tax benefits is possible.
OpusIPP™ is the first such comprehensive intergenerational succession program in Poland. We support entrepreneurs in securing the future of their family businesses and assets, guaranteeing tailored solutions.
Any questions?
Feel free to contact us.
Scope of OpusIPP™ services
The program includes:
Audit of the client's business, legal and family situation
Analysis of key aspects of operations and assets
Drafting of a will
According to the individual needs of the customer
Przygotowanie pakietu ubezpieczeniowego
Preparation of the insurance package
Establish a family foundation or trust
Development of regulations and transfer of assets.
Contact
Get in touch with us
Head office
Warszawa
OpusTrust Sp. z o.o. Warsaw
al. J.Ch. Szucha 8
00-582 Warsaw, Poland
Phone (+48) 22 201 08 10
Mobile (+48) 503 306 924
