FOUNDATION SERVICE – AN INVESTMENT IN YOUR FUTURE
Are you interested in setting up a foundation? Foundations have long been an integral part of economic life.
- as an alternative to corporate succession and for managing private assets
- preserving large family fortunes across generations
- as a structuring tool in corporate groups
- as a basis for cross-border projects and cooperation in charitable areas
- for reflecting corporate social responsibility commitments.
Whatever your motivation, we are pleased to support you on your journey.
Schoellerbank's foundation services include:
- Advice before and during the establishment of an Austrian private foundation, federal foundation, state foundation, charitable foundation or corporate foundation
- Access to a network of renowned national and international experts in foundation management, and in tax and legal issues relating to foundations.
- Asset structure and liquidity analysis with regard to the specific requirements of foundations
- Preparation of an annual foundation report providing all the tax-relevant information on the securities income generated by the foundation for interim tax or corporation tax assessment purposes.
- A range of basic and specialised products
- Creation of individual investment concepts taking into account an ‘open architecture’
- Specialist events (lectures, fireside evenings and foundation conferences).
Your companion
We support and accompany a large number of renowned foundations and have received several awards. This means that we have extensive experience in all aspects of foundation management, from the inception of an idea and the development of a concept to its design, implementation and restructuring. We are therefore happy to contribute our expertise to your assets.