Kathrein Foundation Office

The establishment of a foundation as well as the ongoing consultation for existing foundations is diverse and complex. Due to our decades of experience in both theory and practice, we can offer you comprehensive foundation services and provide holistic advice on the following issues:

• When does establishing a foundation make sense?
• Is a foundation a suitable instrument for succession planning?
• Can existing foundations be optimized?
• What are the specific investment solutions for foundations?
• How can a foundation be dissolved?

Kathrein Privatbank develops investment strategies tailored to the specific purpose of your foundation. These can be implemented as individual investments, through asset management, or via specialized investment funds.

Drawing on our expertise in portfolio management, we analyze your investments, highlight the potential risks of an investment strategy, and create investment concepts with optimized risk or return structures, taking into account the foundation's requirements. For years, we have been the leading foundation bank in Austria, offering not only comprehensive advice on all foundation matters but also providing excellent connections to leading foundation experts.