Kathrein Foundation Office

Kathrein Foundation Office

Decades of expertise.


Consultation & service for the entire life of the foundation.

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?

Tailored solutions for your foundation's investments.

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.

Contact our specialists.

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Kathrein 0011

Mag. Clementine Michalek-Waldstein, StB & WP


Languages: German, English

E-Mail: clementine.michalek-waldstein@kathrein.at

Phone.: +43/1/534 51-235

Clementine Michalek-Waldstein heads the Kathrein Family Konsult team.

She has more than 20 years of experience in tax consulting and auditing, most recently in an Upper Austrian industrial company and before that in a management position in a tax consulting and auditing firm in Vienna. In the course of her career, she has been responsible for providing comprehensive advice to foundations, family offices and wealthy private clients.

Clementine Michalek-Waldstein studied at the Vienna University of Economics and Business and at the HEC Paris and graduated as a tax consultant and auditor.


Weninger Heinrich

Dr. Heinrich Weninger, TEP


Languages: German, English

E-Mail: heinrich.weninger@kathrein.at

Phone.: +43/1/534 51-259