THE SECRET TO WEALTH IS SIMPLE:<br/> FIND A WAY TO DO MORE <br/>FOR OTHERS THAN ANYONE ELSE

THE SECRET TO WEALTH IS SIMPLE:
FIND A WAY TO DO MORE
FOR OTHERS THAN ANYONE ELSE

WEALTH ADVISORY MEANS TAKING CARE OF YOUR ASSETS,
TO ENSURE PEACE OF MIND AND SECURITY FOR YOU AND YOUR FAMILY.

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Today’s financial, legal and tax ecosystems are full of uncertainty. My passion is keeping track of the changes as they happen and finding solutions that will ensure the protection of your estate and the safety of you and your loved ones.

Anna Maria Panasiuk

If you wish to manage your assets securely and legally, in a financially profitable way and without creating conflict in your family relationships, then you require a trusted wealth advisor.
For over 20 years Dr Anna Maria Panasiuk has been leading wealthy families through intergenerational successions, enabling the transfer of assets to new generations; securing family assets, protecting them from losses and together with her team of experts strategically advising on finances and support wealth growth.

Specializations
Wealth management strategy consultation
To those who already have an in-house asset management team, I provide expert support allowing them to easily navigate the ever-changing international reality.
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INVESTMENT PORTFOLIO STRUCTURING
May you live in interesting times – some say it's a Chinese proverb, others say it's a Jewish curse, indisputably we are currently living in those times.
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Changing Tax Residence
Wherever you wish to live, invest, develop your business, or work around the world, I will help you plan your and/or your business relocation with a clever touch.
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FAMILY SUCCESSION
The greater the wealth, the more there are challenges associated with its orderly and thought through transfer to successors, who must as result be provided with special protection.
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ASSET SECURITY
Asset security is, outside of asset succession, the most important element accompanying the complicated process of managing assets and family investments.
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THE HYPER-TURBULENT POLITICAL AND ECONOMIC ENVIRONMENT THREATENS THE ASSETS OF THE WEALTHY.

Wealth Advisory is an interdisciplinary field focused on strategic wealth management. Both hard legal, economic and financial competences are necessary, alongside the soft ones – emotional intelligence, relationship building and communication to practise in this field.

Recent publications
TAX OPTIMIZATION VS TAX PLANNING. How to pay reasonable taxes as well as what is allowed, and what is disallowed?

Between the worlds of entrepreneurs and tax advisors, a debate continues invariably about the…

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Traps and Risks of the Polish Family Foundation - Things You Ought to Know

Europe’s premier solution: Uncover the risks of Polish family foundations. Despite their benefits and…

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Return from Dubai to Poland — what formalities need to be completed?

For an entrepreneur, who previously ran a business in Dubai, returning to Poland involves…

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