We have the requisite expertise that comes from managing several non-profit entities (e.g., foundations, associations, non-profit GmbHs) to serve non-profit organizations all the way from formation to daily foundation management. We can support you in establishing a foundation during your lifetime as well as serve as executor to form your foundation after your passing. We maintain good, close contacts with supervisory and tax authorities, which is important both for getting approval to set up a foundation as well as the ongoing business of running a foundation.
Our services include annual financial statement preparation for your foundation in accordance with the legal requirements. If your foundation’s financial statements need to be audited, we can audit them instead of preparing them, and provide additional services, if necessary, such as auditing the use of funds according to the articles of association, capital preservation, and propriety of management. We work with you to develop capital preservation plans and, it goes without saying, can help you with ongoing tax consulting for your foundation.