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.

Dr Anna Maria Panasiuk – A wealth advisor with 20 years of experience also international and a trusted confidant for wealthy families; she pioneered the family office structure in the Polish market. She specialises in the comprehensive safeguarding of Polish and European families’ assets.

Founder and Managing Partner of Panasiuk & Partners, YOURS Family Office and CENTRE, a consulting company supporting start-ups in their development and investor relations. She leads interdisciplinary teams of investment experts from legal, economic, financial, psychological as well as other backgrounds.

WHETHER THEY ARE BIG CHALLENGES OR EXTRAORDINARY ACHIEVEMENTS, KEY MOMENTS DETERMINE THE PATH OF OUR PROFESSIONAL AND PERSONAL LIVES.

She holds a PhD in law, which she obtained at Koźminski University. She is also a graduate of the Faculty of Law and Administration of the University of Gdańsk, the School of American Law of the Jagiellonian University and Executive Studies in Finance at the Warsaw School of Economics. She teaches Corporate Tax Strategy. She restructures and manages assets, advises on financial and legal and tax policy, supervises negotiations in international and multicultural environments, manages international investments, builds philanthropic strategies, safeguards family assets, prepares successions, executes wills and is a foundation curator.

In finance, you need understanding, flexibility and efficiency.

In 20 years she has established 150 investment vehicles, in which over US$1 billion has been invested. She has saved her clients over US$300 million. She has launched 200 investment accounts and has built 25 family structures aimed at preserving family assets.

The trick is to manage one’s wealth not only for growth, but also to nurture it for future generations.

High net worth individuals, domestic and foreign entrepreneurs carrying-out domestic and international activities, multi-generational families preparing for succession, aristocrats continuing years of tradition, law firms running transactional processes with foreign entities are amongst her clients.

In finance, one expects efficiency and diversification.

The values that drive her are efficacy, focus on the preservation of capital, diversification, comprehensiveness allowing for a complete service covering all the financial needs of her clients, interdisciplinarity enabling the analysis of strategies from the perspective of many disciplines, as well as efficiency, charity and family.

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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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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