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Foundations

A foundation is a promise to the future. Yet the terrain is complex: legal, tax, economic. We accompany you every step of the way. From establishment to asset structuring and governance. For the long-term success of your foundation.
Prof. Dr. Christian Rödl, LL.M. (Columbia University, New York)
Managing Partner
Attorney at Law (Germany), Certified Tax Advisor
T +49 911 9193 1000
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Dr. Hans Weggenmann
Managing Partner
Certified Tax Advisor, Graduate in Business Administration
T +49 911 9193 1050
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Thomas Lang, LL.M.
Partner
Attorney at Law (Germany), Notary, Specialist lawyer for commercial and corporate law
T + 49 5221 6930 10
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Your Foundation. Resilient and Built for the Future.

Foundations are more than a legal form. They are an expression of responsibility, values, and long-term thinking. The path is demanding. And requires tailor-made strategic concepts.

We understand your individual goals and challenges. And accompany you every step of your foundation journey. Whether it’s a family foundation, a charitable foundation, or a corporate-affiliated structure: We develop solutions that are tax-efficient, legally sound, and economically future-proof.

We rely on interdisciplinary advice: from tax law to legal consulting and governance. As a team, we create a holistic perspective that ensures your foundation’s long-term success. Worldwide, from a single source.

Your foundation makes an impact today, endures tomorrow, and fulfills its purpose long-term. With us.

Our services

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Foundation Establishment Asset Transfer Investments & Asset Structure Foundation Bodies Foundation Governance Charitable Status & Fund Utilization Donation Deduction Compliance Non-Profit Cooperations Restructuring Skip Section

Foundation Establishment

We assist you with the establishment of foundations. From concept to implementation. Whether it’s a family foundation, a charitable foundation, or a hybrid model: We pave the way for a successful future for your foundation.

Our focus areas

  • Establishment of family foundations, corporate foundations, charitable foundations
  • Structuring of dual foundations and hybrid foundations
  • Bylaw drafting and legal structuring
  • Establishment of consumption foundations
  • Coordination and communication with foundation authorities and tax office

Asset Transfer

We structure asset transfers so that your foundation is tax-efficient and economically sustainable. Our goal: to secure your assets compliantly, preserve them long-term, and develop them for the future.

Our focus areas

  • Legal, tax, and business optimization of asset transfers
  • Structuring of business assets and real estate
  • Additional endowments and contribution of assets

Investments & Asset Structure

Capital preservation, returns, and sustainable impact are central goals of every foundation. We develop tailor-made structures for you that are tax-efficient and legally sound. This way, we secure your assets and create room for long-term growth.

Our focus areas

  • Tax and legal setup of holding foundations
  • Creation of investment guidelines
  • Capital investments, foundation funds, real estate
  • Optimization of asset structure, investment, and capital preservation

Foundation Bodies

We advise boards, supervisory boards, and advisory boards on all legal, tax, and organizational tasks. This way, we strengthen your bodies, promote good governance, and ensure that responsibilities are clearly defined – today and in succession.

Our focus areas

  • Consulting for boards, supervisory boards, foundation advisory boards, etc.
  • Remuneration design and contract drafting
  • Training and governance consulting for board members
  • Succession planning for foundation bodies

Foundation Governance

Strong governance is the backbone of every foundation. We analyze structures, review bylaws, and introduce digital processes. This way, we create transparency, legal certainty, and efficiency.

Our focus areas

  • Legal and tax optimization of governance structures
  • Introduction of digital reporting processes
  • Governance Check: Analysis of bylaws, rules of procedure, and decision-making processes, as well as alignment with best practice
  • Adaptation of rules of procedure and compliance regulations
  • Workshops on duties, responsibilities, and current legal developments

Charitable Status & Fund Utilization

We ensure that your foundation meets all charitable law requirements and is optimally positioned from a tax perspective. With a clear structure, we secure the proper utilization of funds, create tax advantages, and achieve sustainable impact.

Our focus areas

  • Tax optimization for corporate-affiliated foundations
  • Charitable fund utilization and asset dedication
  • Assessment and differentiation of non-profit operations and commercial business operations
  • Ensuring compliance with charitable law requirements
  • Workshops on charitable law and asset investment for foundations

Donation Deduction

We provide comprehensive advice on the tax treatment of donations and develop strategies for maximum impact. Whether national or international: We utilize all available scope for design and ensure legally sound documentation.

Our focus areas

  • Advice on deductible donation types (money, in-kind donations, services)
  • Form and documentation requirements for donation receipts
  • Maximum tax-deductible donation amounts
  • Optimization of tax planning through targeted donation strategies
  • International donations and cross-border contributions

Compliance

We ensure that your foundation meets tax and legal requirements. With clear processes and transparent documentation, we secure the earmarking of funds and build trust with supervisory authorities.

Our focus areas

  • Compliance with tax and legal regulations
  • Ensuring the earmarking of funds
  • Fund utilization accounting including documentation and evidence for financial and regulatory audits
  • Preparation of annual financial statements, accounting, and tax returns
  • Planning and formation of reserves

Non-Profit Cooperations

Cooperations with NGOs and non-profit organizations open up new opportunities. We assist you with structuring, contract drafting, and compliance. This way, we create partnerships that connect values and have a global impact.

Our focus areas

  • Strategic partnerships and joint ventures between foundations, NGOs, and non-profit organizations
  • Cross-border projects and international cooperations
  • Contract drafting, governance structures, and compliance for worldwide cooperations

Restructuring

When framework conditions change, your foundation needs flexible structures. We assist you with bylaw amendments, mergers, or orderly dissolution. Our focus: legally sound solutions that realign your goals and secure your future.

Our focus areas

  • Strategic realignment of the foundation’s purpose
  • Bylaw amendments, additional endowments, and succession solutions
  • Amalgamation and merger of foundations
  • Liquidation or orderly dissolution

Our expertise for your field of activity

Family Offices

We support family offices in asset management, governance, and succession. With legal, tax, and economic expertise, we secure assets and create structures for long-term success.
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Private Clients

We support private clients with asset structuring, succession planning, and investments. With sensitivity, professional expertise, and strategic foresight, we secure your private assets long-term.
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