Specific answers

We have gathered facts that 487 families we work with ask about most often. No fluff and no unnecessary jargon.

From what amount of capital do you start cooperation? Show

We work with capital above 2.3M PLN. For smaller amounts, tools such as a family foundation or bank cost audit are simply less profitable for the client.

Will my data and assets remain secure? Show

We have been operating discreetly since September 2016. We meet in our closed office at pl. Trzech Krzyży 10. We do not maintain open client registers and do not brag about your wealth in advertisements.

What can I expect from a portfolio audit? Show

Numbers speak for themselves — 94.6% of audits conducted by us detected errors in the calculation of fees by banks. On average, we recover 1.2% of the portfolio value per year for a client.

How long does a family foundation setup take? Show

The entire process takes us an average of 43 business days. We handle everything: from the statute draft, through the notary visit, to the foundation register entry. You only approve the documents.

How do you charge remuneration? Show

We do not take commissions from earned profits because it creates a conflict of interest. We use fixed project rates, e.g., 18,700 PLN for a full foundation or 4,830 PLN for an express audit.

Do you serve clients from outside Warsaw? Show

Yes. Marek Starowieyski or Joanna Wiśniewska can come to your office or meet with your notary. However, most documents are processed remotely to save your time.

Do you have a specific family or company situation? Book a 25-min call
“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

Andrzej Nowakowski

Owner, Nowakowski Logistyka

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