Holdings and family foundations
We design, implement and run structures of several companies and family foundations from the organizational and bookkeeping side. Tax advice is provided by an external partner we work with.
Structure design: organization and books
We prepare the design of a structure of several companies or a family foundation in its organizational and accounting scope. The tax consequences of the structure, including the choice of form, the transfer of assets, payouts and benefits, are assessed by the tax partner.
The legal documents of the structure (the family foundation's statute, company agreements, applications to the register) are prepared by [TREŚĆ WŁAŚCICIELA: kto: kancelaria prawna, z którą współpracujemy, albo prawnik klienta]; we supply them with data and accounting documents.
Structure implementation stage
We implement the adopted structure in its organizational and accounting scope, in the order of steps agreed with the tax partner's assessment.
Ongoing support for the holding and foundation
We provide ongoing organizational and accounting support for the holding company and its subsidiaries.
For a family foundation, we keep the books and prepare documents for the most important deadlines of its year. The foundation's financial statements for the previous financial year are reviewed and approved by resolution of the beneficiaries' assembly. We prepare the accounting documents for this resolution in advance.
Example (sample data): Przykładowa Fundacja Rodzinna holds all the shares of Przykładowa Spółka z o.o. and has few operations: dividends, resolutions, documents. When Ewa Przykładowa, a member of the foundation's management board, asks about the tax consequences of a payout from the foundation, the tax partner takes over the matter with her consent.
We describe the day-to-day accounting of partnerships and foundations that are not family foundations on the page Partnerships and foundations.
Tax advice: external partner
Tax advice is provided by an external partner we work with.
Professional tax advice is reserved exclusively for entities authorized under the Tax Advisory Act. Therefore, in the structure design and in ongoing support, we are responsible for organization and books, and we pass tax matters to the tax partner, with your consent.
Group companies and the foundation in one platform
In the My True Balance platform, you switch between the companies and the foundation with a single selection. Each entity has a separate view: conversations with the accounting office, documents and figures from the books, always with the date as of which the data is current.
The platform modules are part of True Balance accounting services. We implement the platform for a limited number of our accounting clients. The scope of connections is agreed during implementation.
Disclaimer
Informational material, not tax or legal advice; examples use fictitious data; legal status as of 2026-10-06.
Let us talk about your structure
You tell us about your companies and foundation, and we will propose the scope of organizational and accounting support, along with a quote.
We describe how we start working together on the page How we work.