Foundation/Inheritance
You have pursued your ambitions, built up a business and achieved success. You can look back on your life's work with pride. Yet you feel the need to leave behind something that bears your personal imprint, an indelible mark that will ensure your name is not forgotten.
Foundation
A foundation – inseparable from your name – constitutes visible and convincing proof of your commitment to society. The state distinguishes between non-profit foundations, which enjoy tax benefits, and a family foundation or a trust solution. Various factors determine, whether and to what extent the state will grant the foundation tax benefits. In view of the complexity of this matter, we will be happy to cooperate with your tax consultant or legal advisor to optimize the establishment of your foundation. This is an opportunity for you to immortalise your name and secure the advantages of a foundation without having to bear the burden of bringing it into being yourself. And you can be assured that your foundation will be professionally managed. For further information on this subject, our contact remains entirely at your disposal.
Inheritance
Conserving and accumulating assets for clients has always been one of the focal points of our activity. Early planning and optimisation of the arrangements for the transfer, in line with your wishes and objectives, will ensure that the wealth you have built up passes to the next generation. We will be happy to cooperate with your tax adviser in order to draw up the right strategy at the right time.
| Ansprechpartner Stiftungen | |
|---|---|
| Martina Erlwein martina.erlwein@berenberg.de Phone +49 (0) 40 350 60-8196 |
Michael Otto michael.otto@berenberg.de Phone +49 (0) 40 350 60-513 |


