Foundations – a commitment to the future
Acting responsibly and intergenerational structuring and planning have always been at the heart of M.M.Warburg & CO. We are motivated by the vision of creating something together and safeguarding this creation. Supporting and advising foundations, benefactors and future benefactors to help them achieve their goals is one of our key services and has been a passion since day one.
- Experienced and professional point of contact for all matters relating to your foundation
- Close cooperation with you in terms of reviewing all legal and fiscal considerations, if desired
- Ongoing contact with the benefactors, future benefactors and the foundation’s governing bodies
- Responsible and prudent handling of foundation assets entrusted to us
- Comprehensive and holistic support for your foundation
- Regular foundations newsletter with the latest information
- Support within governing bodies or the placement of experienced and reliable officeholders for the foundation’s management, where necessary
- Coordination of votes in conjunction with selected legal counsel and tax advisers, the foundation’s supervisory body and the tax authorities
- Network of all necessary external partners with recognised expertise in foundation law – personally selected and verified by us
- Organisation of capital market conferences and networking events covering current issues in the field of foundations
Setting up a foundation in six steps
Our experts are at your service
Foundation advice always starts with listening and requires considerable trust and exceptional passion. Preserving the foundation’s assets, as the cornerstone of a vision, is not only a challenging task, but also paves the way for the foundation to fulfil its mission in the long term. Vital considerations in this regard include security and returns, with liquidity, flexibility and sustainability also becoming ever more important. At M.M.Warburg & CO, you benefit from highly professional support across the board.
Claudia Collewuie,
Foundation Expert, Private Banking Hamburg
Supporting and advising a benefactor as they realise a personal legacy beyond their lifetime is an extraordinary responsibility. Transforming a concrete vision into a secure structure – from a legal, organisational and financial standpoint – is a particularly enjoyable task that gives me meaning and satisfaction in my work.
Jutta Kuhn,
Foundation Expert, Private Banking München
