Foundations
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With our experience, we support your family and charitable foundations in achieving their goals while meeting all requirements efficiently and in compliance with regulations. We understand the unique challenges of establishing and managing foundations in Germany and other jurisdictions.
You may be interested in using and establishing a foundation. This might be because you wish to keep your family wealth together, protect it from internal and external pressures, and preserve it for future generations. In that case, a family foundation under German or foreign law might be an option. Alternatively, you may be a successful entrepreneur or individual/family of means who wants to benefit others as well—perhaps by philanthropic means. We analyze with you exactly what your objectives are, and if so, which type of foundation is appropriate. There are family foundations, private-purpose foundations, and charitable foundations. You can choose between independent and dependent foundations as well as between those governed by German and foreign law. We also have extensive experience setting up cross-border foundations (see client reference). At the end of our workshop, we arrive at the best structural solution for your situation and create a roadmap for implementing it.
Following the roadmap identified in our Foundation Workshop, we execute the relevant steps. We develop the best tax approach, prepare the foundation’s charter and deed of formation, and handle the necessary approval process with the foundation authorities or comparable foreign entities (together with our local network partners). We also coordinate with the German tax authorities as required. Finally, we fulfill all obligations to register the foundation in the foundation registry and transparency register.
