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 […]
A review of: Fiala / Nerb (eds.) Investments for wards and persons under guardianship Legal and financial mathematical basics for guardians and custodians Bundesanzeiger Verlag, Cologne 2003, 166 pages, 29.80 E ISBN 3-8981 7-280-5 www.bundesanzeiger.de It does not require any particular imagination to realise that the demographic factor, which has a major influence on the […]
“Geldanlagen für Mündel und Betreute”, published by Bundesanzeiger Verlag, provides a practice-oriented overview and presents contemporary investment instruments as well as conveying the necessary business and financial knowledge for assessing the profitability of gilt-edged investment products. The book was edited and revised by RA Johannes Fiala and Phillip Nerb. (Direct Investor Protection of 07.2003) Courtesy […]
New opportunities for investors through the Federal Supreme Court (BGH) It’s not enough to have a chance, you have to take it! (Michael Douglas) Investment advisors are regularly overburdened when it comes to checking the “legal, tax and economic viability” of investments. Bank advisors often do not fare much better, although the Federal Supreme Court […]
by Johannes Fiala, Lawyer (Munich), M.B.A. (Univ.Wales), M.M. (Univ.), Certified Financial and Investment Advisor (A.F.A.), EC Expert (C.I.F.E.), Banker (www.fiala.de) On the duties of a lawyer and tax adviser in the management of third-party assets – in particular in the investment of wards’ money – in escrow or trust accounts Due to faulty investment advice […]
by Johannes Fiala, lawyer In many statutes of foundations, but also in guardianships, the assets are to be invested “gilt-edged”. Moreover, according to the law, the return has to be in an appropriate proportion to the risk. The work offers for the bank and insurance selling a regular manual for the consultation of guardians and […]
In numerous statutes of foundations, but also in guardianships, the assets are to be invested “gilt-edged”. Moreover, according to the law, the return must be in proportion to the risk. The work provides a regular guide for bank and insurance sales staff on how to advise guardians and trusts on optimising capital and asset investments. […]
