Numbers speak for themselves
We show specific cases of capital protection for our clients. No fluff, just facts and amounts that really stayed in the portfolios of 487 families.
Saving 467,200 PLN in Tax When Selling a Company
The client planned to sell shares in a logistics company. Thanks to implementing a family foundation 3 months before the transaction, he avoided paying capital gains tax. The funds remained in the family for further investment.
Securing 14 Apartments Against Claims in 48 Days
A real estate portfolio owner feared the effects of a potential bankruptcy of one of his operating companies. We moved the real estate to a dedicated holding structure, separating business risk from private assets.
Increasing Portfolio Profitability by 4.3% Annually
We conducted a portfolio audit for a client from Gdańsk who had funds in 3 different banks. We eliminated duplicating funds and negotiated lower management rates. The result improved without increasing risk.
“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
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