Locking in wealth for the long term.
Foundations are vehicles for binding wealth across generations. Whether established as a legally recognised civil-law foundation, a dependent foundation or a family foundation: the design of the charter determines fulfilment of purpose and tax status.
What we do
- Advising on the appropriate foundation form (legally recognised / dependent / charitable / private-benefit)
- Founding deed, charter and recognition procedure
- Charitable-status structuring and coordination with the tax authorities
- Governance: board, council, advisory body — competencies, remuneration, liability
- Asset management policies, investment committees, sustainability criteria
- Foundation supervision: communication with supervisory authorities, annual financial statements, amendment approvals
Working with tax advisors
Foundation law cannot be considered without tax law. We work closely with the client's tax advisors — or recommend trusted colleagues from our network.