Particularly against the background of the establishment of a foundation, a very high degree of attention must be paid to goal-oriented personal financial and asset succession planning (inheritance planning). Central topics of foundation management are also risk and return optimisation of the foundation’s assets. Not only as (future) founders, but also as bodies of existing foundations as well as their advisors, you need to be informed about the legal and economic context. This guidebook provides you with the relevant basic information from the perspective of finance, law and taxes in a way that is both well-founded and easy to understand. Various money and capital investments are viewed from two different angles: from the perspective of the founder and from the perspective of the foundation. Your advantages: – Economic and legal contexts are explained in an understandable way – The “beginner’s guide” for founders and those who want to become one From the contents: – Considerations of the founder – Financial planning – Asset succession planning – Foundation tax law – The transfer to the foundation – The continued existence of the foundation Individual practical problems with their possible solutions are presented clearly and with the help of examples and overviews; the authors also point out pitfalls and provide valuable practical advice. In the appendix you will find the model of a foundation statute.
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About the author
Dr. Johannes FialaPhD, MBA, MM
Dr. Johannes Fiala has been working for more than 25 years as a lawyer and attorney with his own law firm in Munich. He is intensively involved in real estate, financial law, tax and insurance law. The numerous stages of his professional career enable him to provide his clients with comprehensive advice and to act as a lawyer in the event of disputes.
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