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 advisors.

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.