We protect what you have built.
We watch your money without fluff about the stock market. We focus on hard numbers and real security for your family.
487 families have secured capital with us since 2016.
The numbers speak for themselves
We don't promise miracles. We show specific data from the portfolios we've managed since September 2016.
Check cooperation modelsWhat we do for your peace of mind
We act discreetly and to the point. You choose a specific area, and we take care of the rest.
Family foundations
We transfer wealth to structures that protect it from inheritance taxes and family arguments. We create a statute that really works.
Protection against inflation
We build a portfolio of real estate and gold. In 2024, our clients achieved an average of 6.8% profit above the inflation rate.
Succession in the company
We prepare a plan for handing over the business to children. Since 2018, we have conducted 34 successful generational changes without company downtime.
Regain control over bank costs
Most people with capital over 2.3 million PLN pay banks too high commissions, without even knowing it. Our audit shows hidden costs in 94.6% of cases. We negotiate terms you won't get at the counter. The results of our work are visible from the very first monthly statement.
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Lower credit margins
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Removal of duplicate fees
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14-page corrective report
Average savings
1.2% / year
Quick analysis
Check how best to secure your wealth
Answer 3 questions so we can match the appropriate model of protecting your capital.
About money without beating around the bush
We publish hard market data and legal analyses that realistically affect our clients' portfolios.
3 Reasons Why You Lose 1.2% Profit Every Year
How a Family Foundation Saved a Company Near Poznań
Savings Account Rankings are a Waste of Time — Here is What to Do Instead
4 Mistakes When Writing a Will in 2024
Gold or Real Estate? Results for the Last 18 Months
Why 47% of Polish Millionaires Have No Succession Plan
How to Check a Financial Advisor in 3 Simple Steps
“I was skeptical about the family foundation because it sounded like an unnecessary cost. After the Vistula Wealth Advisors audit, it turned out that selling my logistics company resulted in a tax saving of 467,200 PLN. It was a solid piece of work.”
Andrzej Nowakowski
Owner, Nowakowski Logistyka
Ready for specific savings?
Start with hard data about your money.
Order a portfolio auditFirst conclusions in 48 hours.