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Foundation management

We offer an extensive range of foundation management services:

 Foundation management

Foundation advice

We are there to help founders every step of the way with our experience and expertise – from developing the initial idea, holding strategic talks and setting up the foundation to jointly defining the foundation's purpose, devising its concept and paving the way for its recognition. We have successfully helped numerous customers to create sustainable foundations out of their assets and visions.

Our foundation advisory services include:
  • Formulating creation strategies
  • Devising foundation solutions
  • Defining foundation purposes
  • Assisting with recognition Helping to staff bodies
Foundation administration

DZ PRIVATBANK's foundation management team not only provides assistance with setting up new foundations, it also supports existing foundations with their complex everyday tasks. We offer them personal assistance and take care of their accounting, controlling and reporting duties. We are also happy to put our vast experience at their fingertips by helping with any PR, fundraising or project management activities as well as evaluations or will enforcements.

Our foundation administration services include:
  • Bookkeeping/accounting
  • Controlling/reporting
  • Public relations activities
  • Fundraising
  • Project management
  • Evaluation
Asset management

In addition to our tailored advice and support as part of our ongoing management, we also offer professional, earnings-oriented and risk-conscious asset management for foundations.

Our asset management services include:
  • Developing asset strategies
  • Drawing up investment guidelines
  • Asset management mandates
  • Endowment funds
  • Special funds
  • Asset controlling

More information about foundation management

The products and services contained within these web pages are not available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products and services in question for further information.