Consulting for foundations – structural advisory

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We at Rödl & Partner work in an interdisciplinary team of specialists with a wide range of experience and expertise in dealing with the special requirements and aspects of the foundation sector and non profit organisations. We equally take into account legal, tax and commercial requirements of companies and entrepreneurs. This allows us to offer you comprehensive structural consulting services for your foundation.
  

Assets and investments

  • Structuring of the foundation's assets
  • Organisation of investment projects in asset management and pursuit of goals
  

Projects

  • Organisation of projects for use of funds, support for project promoters, cooperation models for common projects
  • Organisation of funding guidelines and funding agreements
  • Cross-border activities: goal attainment in other countries, raising donations in other countries, co-operation agreements with international project partners
  • Economic activity designed to be compatible to the civil and tax regulations, cooperation agreements
     

Restructuring and development

  • Adjustments to statutes; relocation; consolidation/additions and disposal
  • Conversion of foundation without a legal capacity into a foundation with a legal capacity
  • Sub-foundations
  • Restructuring (divestment of special purpose companies / commercial businesses, holding structures, service companies; joint ventures, M&A: acquisition and disposal of companies and participations)
  • Restructuring of family foundations (asset optimisation with regard to the inheritance tax, transfer to a non-profit status, liquidation/conversion, relocation Germany/other country)
  • Integration of the foundation in the succession planning of the founder

Contact

Contact Person Picture

Elke Volland

Partner

+49 911 9193 1246
+49 911 9193 1265

Send inquiry

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