Invest Secure Sp. z o.o.

Overview

Invest Secure Sp. z o.o. describes itself as an independent family office working on behalf of families to coordinate financial, business, property, tax, and intergenerational matters. The firm says it does not sell financial products or represent a single institution. Instead, it selects solutions and coordinates external partners for the family.¹

History

The firm reports that it was founded in 2015.¹

Leadership

Kornel Dybul is president of the management board and leads the firm’s work in investments and capital protection. Radosław Boniecki is a partner focused on financial companies and management. Krzysztof Kisiel is Head of Project Management, focusing on family businesses and finance.²

Agnieszka Słowińska is Office Manager, responsible for office organization and client coordination. Małgorzata Dybul is Content Manager and Assistant to the Management Board, supporting communications and executive organization.²

Services

Invest Secure organizes its work through four competence areas: IS Finance, IS Strategy, IS Estate, and IS Legacy.¹

IS Finance develops investment strategies connected to family goals, prepares market and portfolio analyses, and evaluates opportunities that fit the agreed plan.³

IS Estate selects real estate opportunities, reviews expected returns and legal considerations, negotiates transactions, supports commercialization, and reports on profitability.⁴

IS Strategy provides business audits, restructuring plans, business plans, implementation support, and coaching for family businesses addressing roles and governance.¹

IS Legacy covers wills, gifts, family constitutions, and succession scenarios for transferring management and wealth across generations.¹

What the firm offers

• Tax planning
• Family governance and education
• Private and alternative investments

Client focus

The firm says it serves owners of family businesses, families with multigenerational wealth, and entrepreneurs who have sold a company and need a long-term capital strategy.¹

Approach

Invest Secure describes its working principles as independence, discretion, and personal accountability for recommendations. Its stated model places the firm on the family’s side, coordinating selected external specialists and solutions around the family’s agreed plan.²

FAQs

Related resources

• LocationMultifamily offices in Poland

  The Multifamily offices in Poland page gives local context for families and business owners comparing advisory options. It helps readers assess how questions about tax planning, family governance, education, investments, real estate, and succession may fit within one coordinated relationship in Poland.

• GuideMultifamily office services

  The Multifamily office services page outlines the types of work these firms may coordinate for a family. Readers can use it to organize questions about tax planning, family education, governance, and private or alternative investments before speaking with Invest Secure.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com helps readers identify other family offices, investors, and potential reference points when reviewing their options. A Polish family or business owner can use the databases to broaden research around investment interests, ownership structures, and providers serving internationally connected families.

• GuideThe annual MFO review

  The annual MFO review offers a recurring source for examining themes, activity, and developments affecting multifamily offices. Readers considering Invest Secure can use it to prepare questions about family governance, succession planning, tax coordination, and private investment approaches.

• Similar firmsR+ VC

  The page on similar firms featuring R+ VC gives readers another profile to review alongside Invest Secure. Comparing the stated services, client focus, and geographic orientation can help a family or business owner define which questions matter most about governance, tax planning, and investments.

Sources

1. Invest Secure
2. Invest Secure team
3. IS Finance
4. IS Estate

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.