Joanna Wiśniewska

Experience and specifics

Joanna joined Vistula Wealth Advisors in February 2017. Since then, she has dealt exclusively with inheritance matters and protection of family business wealth. In 2023 alone, she closed 87 complicated succession cases. She doesn't talk about visions, only analyzes hard data. We protect what you built because we know how much effort it cost. The numbers speak for themselves.

She specializes in crisis situations. Clients often come to her when a family conflict over company shares arises. Joanna finds a way out of such situations in an average of 23 business days. Her work begins with a thorough audit of documents, which takes exactly 14 days. Last quarter, she protected capital worth a total of 14.3 million PLN from unnecessary fragmentation due to legal errors.

Before working in Warsaw, she gained experience in the banking sector for 9 years. She saw hundreds of mistakes when passing companies to children. Today she helps avoid them. She doesn't use difficult words and legal terms without need. She says clearly what needs to be done with the will and what with the company agreement. No fluff about the stock market — she focuses on the real security of your family and business.

Her working method is simple. First we check the current legal status, then we calculate the tax risk. At the end, you get a ready 4-page A4 plan. No thick binders that no one reads. Only specific steps that work in Polish realities. In July 2024, she helped the owner of a transport company from Masovia avoid a tax of 1.24 million PLN thanks to one amendment in the statute.

Privately, Joanna is interested in economic history. This helps her understand how capital behaves during market changes. In her work, she keeps deadlines to the minute. If she agrees on a call at 10:00, she calls at exactly 10:00. She respects clients' time because she knows every hour of delay in succession decisions is a real loss for the company.