Invest Secure Family Office
Independent family office in Wrocław, Poland, founded 2015; advises family-business owners and wealthy families on investment strategy, real estate, business strategy and succession.
Identity
- HEADQUARTERS
- Wrocław, Poland
- FOUNDED
- 2015
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
Invest Secure Sp. z o.o. is a Wrocław family office founded in 2015 (KRS 0000574779). It says it sells no financial products and works on the family's side, building investment plans and reporting (IS Finance), sourcing and negotiating property deals (IS Estate), business strategy and restructuring for family firms (IS Strategy) and succession planning (IS Legacy). Its clients are family-business owners, multigenerational families and entrepreneurs after a company sale.
Investment thesis
Wealth, the family business, real estate and succession handled as one plan by one independent team on the family's side.
People
Frequently asked questions
Invest Secure Family Office is a multi family office based in Wrocław, Poland, founded in 2015.
Invest Secure Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Invest Secure Family Office invests in Real Estate & PropTech.
Key people at Invest Secure Family Office include Kornel Dybul (Founder and President of the Management Board), Radosław Boniecki (Partner) and Krzysztof Kisiel (Head of Project Management).