PRIVATE CLIENT DESK

Legal advice and assistance rendered by KIELTYKA GLADKOWSKI in cases dedicated to the problems of private clients in 2021/2022 consisted practically in 100% of cross-border issues.

This is due to the fact that KIELTYKA GLADKOWSKI’s setting up of its additional address point in New York as part of the cross-border customer service program called Istart1 (www.istart1.com) resulted in the extension of the capabilities of KIELTYKA GLADKOWSKI in supporting its clients from private client sector in their cross-border problems, in particular as regards:

– unlimited possibilities created by the American market for relocation by private clients from Europe of their private financial structures through investments in the USA, in particular under the so-called “green visa” program and the need to advise on the Polish law of such investment transactions as to funds outgoing and accumulated in Polish financial institutions;

– access by American citizens of Polish origin to legal information provided by KIELTYKA GLADKOWSKI about their immigration and restitution rights in Poland, in which, as the cases described below show, KIELTYKA GLADKOWSKI represents such clients in Poland before Polish offices and administrative courts based on documents of American clients (American citizens);

– complex legal problems of managers and directors operating in Poland and related to cybersecurity, whistleblower procedure, information trading, insider dealing, decisions issued by the American Securities and Exchange Commission (SEC).

An additional aspect accelerating the increase in the number of foreign private clients is the increasing convergence of the legal needs of foreign private clients with the knowledge and experience of KIELTYKA GLADKOWSKI in cross-border cases, which our law firm has as a result of legal advice provided by our law firm for entities from the IT, fintech, cyber, crypto and lifesciences sectors. The fact that our lawyers have knowledge and expertise in the field and about the mechanisms of operation of the most modern financial technologies means that legal advice, which is designed to secure the interests of a private investor in a source of income based on modern technologies, is always apt and tailor made.

An example of this may be the consultancy in respect of the initiative of the NFT works of art platform (as described in handled cases below), as well as the examples of cases of allocation of crypto fund portfolio of a private client related to the Swiss jurisdiction, representation of foreign individual traders before the Polish Financial Supervision Authority, advisory assistance related to the creation of an alternative vehicle to trust for a minor in high value damages case; matters related to phishing, spoofing, data leaks and cybersecurity.

Another, third pillar generating cross-border cases in KIELTYKA GLADKOWSKI expertise is the extensive experience of our team in international acquisition cases, related for example to the purchases of real property, trading in assets and relocation of funds.

KIELTYKA GLADKOWSKI has also developed further its specialisation in international family cases, typically rendered for the international clients of global law firms, recommending the services of KIELTYKA GLADKOWSKI. In this sphere, our team has provided Affidavits of Laws for the purposes of cross border litigations, assistance in international family and guardianship cases, including international child abduction cases as well as complex reports on high value cases in matters regarding Polish nationals.

KIELTYKA GLADKOWSKI KG LEGAL developed specialised assistance for the so-called High Net Individuals.

The core services for HNW individuals rendered by KIELTYKA GLADKOWSKI LEGAL include:

  • coordinating the Clients’ legal affairs in Poland and globally through extensive network of affiliated specialised law firms;
  • legal advice in wealth management;
  • succession planning, superannuation, and family agreements;
  • assistance to private investors investing across different asset classes;
  • capital investments and investment planning;
  • legal support in creating trust funds and tax optimization;
  • separation of assets from risks;
  • litigation;
  • estate administration;
  • property acquisitions and development;
  • advice and support on business and corporate structuring;
  • assistance in drafting and negotiating stakeholder agreements, such as partnership, shareholder and joint venture agreements;
  • tax assistance and tax optimization.

KIEŁTYKA GŁADKOWSKI KG LEGAL has also developed very specialized expertise in preparing affidavits and expert reports for international Clients for the purposes of cross border transactions or litigation involving private individuals. We are advising the Clients of international law firms in such varied aspects of private client legal needs as:

  • enforcing foreign judgments in Poland;
  • preparing expert reports on complex legal issues related to the award of compensation in catastrophic injuries of Polish nationals taking place abroad;

  • reports on various aspects of Court of Protection and guardianship court;

  • art and heritage property;

  • cross border aspects of contentious trusts and estates;

  • tax legal problems related with international wealth.

KIELTYKA GLADKOWSKI KG LEGAL has set up New York office with the initiative of providing more accurate legal assistance to US based Clients, including Clients from private client sector.

KIELTYKA GLADKOWSKI KG LEGAL has joined ThoughtLeaders4 Private Client organisation.

https://thoughtleaders4.com/private-client

ThoughtLeaders4 is a unique community designed for all practitioners involved in the Private Client intermediary network. This helps KIELTYKA GLADKOWSKI in its cross border expertise and allows for more effective networking with industry peers. Due to the participation in the platform we have joined a community of experts, referrers and peers. We participate in events of all types, we interact and network using digital Private Client Members Hub; we can learn and share expertise through quarterly Community Magazine as well as develop professional and personal network. This, in turn, definitely benefits our clients in private client sector, since we are capable of very specialist assistance and referrals in cross border cases when the cooperation of different jurisdictions and lawyers are very often required.

KIELTYKA GLADKOWSKI has expanded its PRIVATE CLIENT team with new associates, specialising in cross border cases, family, probate and asset transfer.

Legal advisory services related to PRIVATE CLIENT requires constant verification of new capabilities, particularly in cross border aspect of these cases. KIELTYKA GLADKOWSKI on current basis participates in international trainings, conferences, meetings, B2B network exchanges that allow us to provide very specific and high quality legal advice within private client, asset management, asset transfers, often at the border of other specialisations.

Due to the fact that the specialization of cross-border private client legal advice is multijurisdictional and interdisciplinary, more information about what PRIVATE CLIENT DESK deals with can be found on our subsections describing in detail our following specializations:

HNW AND NEXT GEN WEALTH

ART MARKET

VENTURE CAPITAL AND PRIVATE EQUITY

PRIVATE DETECTIVE SERVICES

OFFSHORE COMPANIES – TAX OPTIMIZATION

LITIGATION AND REPRESENTATION OF INTERNATIONAL CLIENTS BEFORE THE POLISH COURTS

INTERNATIONAL DIVORCES

CROSS-BORDER INHERITANCE MATTERS

INTERNATIONAL FAMILY LAW

Members of our team take part on current basis in specialist trainings and workshops to develop their expertise.

Some examples of such trainings and conferences can be found below:

KIELTYKA GLADKOWSKI KG LEGAL WILL PARTICIPATE IN THE SEMINAR DEVOTED TO NASDAQ LISTINGS FOR EUROPEAN AND ASIAN COMPANIES

KIELTYKA GLADKOWSKI ATTENDED THE WEBINAR ORGANISED BY THE LEGAL 500 ON CHILE’S ENVIRONMENT FOR FINTECH STARTUPS

III CONFERENCE NEW TECHNOLOGIES AND ARTIFICIAL INTELLIGENCE. LEGAL AND PRACTICAL ASPECTS OF THE TRUST ECOSYSTEM

KIELTYKA GLADKOWSKI KG LEGAL PARTICIPATED IN THE WEBINAR “BLOCKCHAIN AND SUSTAINABILITY: UNLOCKING GREEN FINANCE”

KIELTYKA GLADKOWSKI KG LEGAL TOOK PART IN THE PRIVSEC GLOBAL EVENT

KIELTYKA GLADKOWSKI KG LEGAL PARTICIPATED IN ALTERNATIVE INVESTMENTS GLOBAL VIRTUAL SUMMIT

KIELTYKA GLADKOWSKI KG LEGAL TAKES PART IN THE WEBINAR ON AML COMPLIANCE IN THE ART MARKET

KIELTYKA GLADKOWSKI KG LEGAL TOOK PART IN THE WEBINAR “HOW OSINT CAN BE USED TO INVESTIGATE ENVIRONMENTAL CRIMES”

KIELTYKA GLADKOWSKI KG LEGAL PARTICIPATES IN FINCRIME FOCUS: SANCTIONS

KIELTYKA GLADKOWSKI KG LEGAL PARTICIPATES IN FINCRIME FOCUS: SANCTIONS

KIELTYKA GLADKOWSKI TAKES PART IN THE TRAINING – DEBT COLLECTION FROM BITCOINS AND OTHER CRYPTOCURRENCIES

KIELTYKA GLADKOWSKI TAKES PART IN A WEBINAR DEVOTED TO CRYPTOCURRENCY VALUATION ISSUES AND MARKET VOLATILITY

DEUTSCH-NORDISCHEN JURISTENVEREINIGUNG E.V.

KIELTYKA GLADKOWSKI WILL PARTICIPATE IN THE WEBINAR DEVOTED TO NON-FUNGIBLE TOKENS AND THEIR LEGAL REGIME – ORGANISED BY CAIADO GUERREIRO

KIELTYKA GLADKOWSKI WILL PARTICIPATE IN GLOBAL CLASS ACTIONS SYMPOSIUM 2021

KIELTYKA GLADKOWSKI KG LEGAL ATTENDED THE LEGAL500 VIRTUAL ROUNDTABLE ON POST-MERGER INTEGRATION AFTER THE PANDEMIC

TRADE REPORTS IN RISK ANALYSIS AND COUNTERPARTY VERIFICATION IN POLAND

KIELTYKA GLADKOWSKI KG LEGAL TAKES PART IN TRAINING DEVOTED TO ACCESS2MARKETS PLATFORM

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