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Opis wydarzenia
STEP Europe Introductory Conference in Poland: Wealth Management through Private Foundations and Beyond
Date: June 12, 2026 (Friday) | Dinner Party: June 11, 2026 (Thursday) Location: Baczewski Restaurant, Warsaw Format: On-site
About the Event
We are honored to invite you to the first inaugural conference in Poland organized under the auspices of STEP (The Society of Trust and Estate Practitioners) – a leading global organization bringing together top-tier experts, legal and tax advisors specializing in succession planning, wealth management, and fiduciary structures.
The Polish private wealth market is currently undergoing a profound transformation, particularly in the areas of succession planning and the operation of family foundations. The STEP Europe conference is a unique, expert forum at the senior level, bringing together leading Polish professionals and leading international practitioners from jurisdictions such as: Switzerland, Liechtenstein, the United Kingdom, the Netherlands, Cyprus, and Austria.
The event will provide a platform for discussion on market standards, corporate governance challenges, and global tax trends related to cross-border wealth management.
Who should attend?
The event is aimed at professionals advising clients from the High-Net-Worth Individuals (HNWIs) segment and their families, including in particular:
Date: June 12, 2026 (Friday) | Dinner Party: June 11, 2026 (Thursday) Location: Baczewski Restaurant, Warsaw Format: On-site
About the Event
We are honored to invite you to the first inaugural conference in Poland organized under the auspices of STEP (The Society of Trust and Estate Practitioners) – a leading global organization bringing together top-tier experts, legal and tax advisors specializing in succession planning, wealth management, and fiduciary structures.
The Polish private wealth market is currently undergoing a profound transformation, particularly in the areas of succession planning and the operation of family foundations. The STEP Europe conference is a unique, expert forum at the senior level, bringing together leading Polish professionals and leading international practitioners from jurisdictions such as: Switzerland, Liechtenstein, the United Kingdom, the Netherlands, Cyprus, and Austria.
The event will provide a platform for discussion on market standards, corporate governance challenges, and global tax trends related to cross-border wealth management.
Who should attend?
The event is aimed at professionals advising clients from the High-Net-Worth Individuals (HNWIs) segment and their families, including in particular:
- Advocates and Legal Advisors
- Tax Advisors
- Representatives of Family Offices and Wealth Managers
- Founders, Trustees, and Board Members of Private Foundations
- Succession and Financial Advisors
Event Agenda (June 12, 2026)
The program has been carefully designed around substantive discussion panels, ensuring in-depth legal analysis and an interactive exchange of experiences.
Location: Science Center Copernicus (Copernicus Science Center), 20 Wybrzeże Kościuszkowskie, Warsaw
9:30-10:00 Registration and Coffee
10:00 Opening Remarks
10:30-11:30 Panel I Private Foundations: Asset Stewards or Business Operators?
11:30-12:00 Coffee break
12:00-13:00 Panel II Who's in the Driver's Seat? Boards, Trustees and Wealth Managers in Private Foundations
13:00-14:00 Lunch
14:00-14:35 Introducing STEP: Why Join?
14:35-15:35 Panel III Asset Protection or Abuse? Challenging Fiduciary Structures in Litigation
15:35-16:35 Panel IV Same Animal, Different Zoo: How Countries Tax Fiduciary Structures Differently?
4:35 PM - 4:45 PM Closing Remarks
4:45 PM - 7:00 PM Wine Tasting/Networking
The conference format places a strong emphasis on discussion and building business relationships in an international environment. In addition to networking sessions and an afternoon wine tasting, an exclusive Dinner Party will be held on the eve of the conference (June 11, 2026, 7:00 PM - 10:00 PM). This is a unique opportunity to connect with our international speakers and key guests in an intimate and elegant atmosphere (limited tickets available).
Organizers and Partners
Organizers: KORDIA Legal, KKG Legal, GWW Legal & Tax
Academic Partner: Centre for Family Business Law at the University of Warsaw
Space is strictly limited. Register today to secure your place at the most important event in the Private Wealth industry in Poland!
*The event will be held in English.
Event rules are available at the following link:
https://drive.google.com/file/d/1LyNcqg7eoj2yuw-EfBZRcf_456GnwBnH/view?usp=sharing
Termin i miejsce
Rozpoczęcie:
12.06.2026 09:30
Zakończenie:
12.06.2026 18:30
Centrum Nauki Kopernik, ul. Wybrzeże Kościuszkowskie 20, 00-390 Warszawa
Strona rejestracji:https://step-europe-event-in-poland.konfeo.com
Udostępnij znajomym
Organizator
KORDIA Legal Krzywański Świstak spółka komandytowa
ul. Wspólna 69/7, 00-687 Warszawa
736841867