Foundations are institutions that traditionally fulfil the aims of their founders over many generations. Although they have
to overcome many difficult situations in the course of time, and inflation gnaws away at their capital, they nevertheless
succeed time and again in safeguarding what should be preserved, improving what should be changed and creating new projects.
Foundations have thus become an indispensable part of our society. They are attracting increasing public attention and becoming
a focal point for committed people in today's world.
Our foundation experts can help you to establish a foundation or to professionally manage the assets of existing foundations.
The desire to establish a foundation might have a specific reason or emerge more gradually. Regardless of whether you wish
to establish a foundation during your lifetime or only after your death, a stable, long-term concept for the foundation is
essential in every case. The focus is usually on the purpose of the foundation, but it is also important to consider the structure
if your wishes are to be implemented on a long-term basis.
Whatever the purpose of your foundation, you need an expert partner to answer the diverse questions involved. With our team
of experts we guide your foundation from the initial idea to realisation. In so doing we work closely with your tax and legal
We would be delighted to discuss our services portfolio with you in person. Information is also available in German at www.oppenheim-stiftungen.de.
Responsibility for the assets of a foundation includes one of the most important tasks of foundation management – enabling
the founder's intentions to be realised on a long-term basis. To fulfil the purpose of the foundation, you must generate sufficient
income every year and maintain the purchasing power of the foundation capital. This means balancing risk, returns and achievable
dividend payments. Continually organising and readjusting this balance is a challenge that will determine the economic success
of your foundation.
We help you to meet this challenge. Together with you, we establish the individual risk/return profile of your foundation
and design a target asset structure tailored precisely to your requirements. Naturally, we also include accounting issues.
Your investment concept is implemented by our own capital market experts who specialise in investing for foundations.
We are happy to provide evidence of our performance in investing foundation assets. We look forward to speaking with you.
For details of our services portfolio, please also visit our German foundation website at www.oppenheim-stiftungen.de.
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