may, 2025
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Event Details
On Thursday, 29 May 2025, the Embassy of the Grand Duchy of Luxembourg in Warsaw will host an exclusive event dedicated to wealth protection strategies, tax planning, and investment opportunities through Luxembourg. It will bring together leading experts in wealth management, succession planning, and international investment structures.
Organized by LPCC in collaboration with corporate members – CA Indosuez Wealth Management, a banking subsidiary of Crédit Agricole S.A., and Domański Zakrzewski Palinka (DZP), the largest independent Polish law firm, this event will provide participants with key insights on:
✔ The advantages of investing in Luxembourg
✔ Key regulatory frameworks supporting international investment structures
✔ Wealth planning and investment opportunities using Luxembourg structures
✔ Practical case studies on investment strategies and risk mitigation
The agenda includes expert presentations, a panel discussion, and a Q&A session, followed by a networking lunch.
Please note: This is a closed-door event with limited availability. Invitations are extended to a select group of guests. The substantive part of the event will be conducted in Polish.
Preliminary Agenda
9:00 – 9:30 | Registration and welcome coffee
9:30 – 9:45 | Official Opening of the event
Welcome speeches
H.E. Paul Schmit, Ambassador of Luxembourg in Warsaw
Keynote Speeches
Vincent Manuel, Vice President of CA Indosuez (Europe) S.A.
Krzysztof Zakrzewski, Managing Partner of Domański Zakrzewski Palinka
9:45 – 10:15 | Luxembourg as a Private Wealth Center for Polish Investors
Andrzej Zabek, CA Indosuez Wealth (Europe), International Wealth Management Team – Head of Polish Clients
- Why Luxembourg? Stability, regulations, and security
- Overview of the legal and tax environment in Luxembourg
- Wealth management and planning using Luxembourg structures
10:15 – 11:00 | Tax Perspective for Polish Investors – How to Invest Safely in Luxembourg and Manage Capital Flows?
Joanna Wierzejska, Domański Zakrzewski Palinka, Partner, Co-Head of Tax Practice
- Tax status of Luxembourg companies and taxation of income in Poland
- Family foundations and holding companies as investors
- PSFs – are they a viable alternative to family offices?
- Taxation of dividend payments to Luxembourg vehicles by Polish companies portfolio companies
- CFCs – regulations and their impact on investments in private investment funds
11:00 – 11:15 | Coffee break
11:15 – 12:00 | Panel Discussion & Q&A – Practical Aspects of Polish Investors Operating in Luxembourg
Filip Suchta, Q Securities S.A., Branch Director, Malta Country Head
Piotr Parzyszek, Domański Zakrzewski Palinka, Senior Associate at Capital Markets and Financial Institutions Practice
- Case studies of implemented investment structures in Luxembourg
- How to effectively manage international wealth?
- Dilemmas and solutions
- Costs and benefits
12:00 – 14:00 | Networking Lunch
